The Heir Waves

Total Eclipse of the Testamentary Trust with Tara Lucke


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In this episode, Caite & Michele are joined by the lovely Tara Lucke of The Art of Estate Planning and discuss:

  • the basics testamentary trusts and what they are (and aren't!)
  • the pros of using testamentary trusts
  • the cons of using testamentary trusts
  • some key things to consider in using testamentary trusts
  • helping clients understand these strategies
  • For those interested in Tara's group of her TT Precedents Club, see the links below:

    • The Art of Estate Planning
    • The TT Precedents Club
    • Everything Tara!
    • Have a question or want to submit a case for discussion, send Caite & Michele an email at [email protected] (please note we have a new email address from Jan 2026).

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      See you next time on The Heir Waves.

      ** IMPORTANT NOTICE **

      The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.

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      The Heir WavesBy Caite Brewer & Michele Davis