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Season 3 Ep. 3 Should you be Considering a Testamentary Trust in your Will
19 February 2025
The Vicca Law Podcast
Season 3 Episode 3: hould you be Considering a Testamentary Trust in your WillIn this episode, the focus turns to testamentary trusts: what they are, why they matter, and whether you should consider including one in your Will in 2026. This episode explores how testamentary trusts offer long-term protection and tax efficiency by keeping assets within a trust structure rather than passing them to beneficiaries outright. The episode unpacks the benefits for both minor and adult beneficiaries, including control over how and when young beneficiaries can access funds and the ability to designate trusted individuals, not necessarily legal guardians, to manage the trust. Whether you have concerns about family dynamics, financial stewardship, or generational wealth planning, this episode provides practical guidance on when a testamentary trust is not just a good idea but an essential one.
Don't forget to like, subscribe, follow and share The Vicca Law Podcast.
Visit our website www.viccalaw.com.au.
Ready to take the next step? Call us on 07 3184 9940 or visit our website www.viccalaw.com.au to book a FREE consultation.
Don't forget to follow us on socials and keep up to date with the latest news:
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By Vicca Law19 February 2025
The Vicca Law Podcast
Season 3 Episode 3: hould you be Considering a Testamentary Trust in your WillIn this episode, the focus turns to testamentary trusts: what they are, why they matter, and whether you should consider including one in your Will in 2026. This episode explores how testamentary trusts offer long-term protection and tax efficiency by keeping assets within a trust structure rather than passing them to beneficiaries outright. The episode unpacks the benefits for both minor and adult beneficiaries, including control over how and when young beneficiaries can access funds and the ability to designate trusted individuals, not necessarily legal guardians, to manage the trust. Whether you have concerns about family dynamics, financial stewardship, or generational wealth planning, this episode provides practical guidance on when a testamentary trust is not just a good idea but an essential one.
Don't forget to like, subscribe, follow and share The Vicca Law Podcast.
Visit our website www.viccalaw.com.au.
Ready to take the next step? Call us on 07 3184 9940 or visit our website www.viccalaw.com.au to book a FREE consultation.
Don't forget to follow us on socials and keep up to date with the latest news: