Downloadable Resource

A Helpful Guide to Testamentary Trusts

Testamentary Trusts are drafted in wills for tax advantages and to protect your assets. Our free guide will help you understand if this is right for you.

No one knows the future.  One of the difficulties with preparing wills is that it is very difficult to peer into the future.  No one knows when the will-maker will pass away.  No one knows what the circumstances of a will maker's beneficiary might be at that time.  This guide provides you with an outline of what a testamentary trust is, the advantages of a trust and provides examples of who they operate.

Benefits

  • Understand the taxation advantages of a testamentary trust
  • Discover how how they can help protect assets
  • Learn how testamentary trust can provide flexibility for your beneficiaries

What others say

  • Ruby was wonderful very professional & keeping me well informed with the progress"

    Rosann
    Bundoora
  • Everything was done efficiently. Staff were all very friendly and helpful.

    Kerri
    Montmorency
  • Thank you Ruby for taking care of my fathers will. You did a great professional job and kept me informed the whole time. Explaining the next steps, which was good as I needed to relay progress to my siblings. Thank you very much.

    John
    Montmorency

Authors

Shane Williams

Partner - Wills & Estate and Family Lawyer

Shane Williams is a Partner at Tonkin Legal Group. He specialises in helping people plan their Estates and is a highly experienced Family Lawyer.

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