Testamentary Discretionary Trusts in Estate Planning

We aim to deliver Just, Redemptive Outcomes®

This webinar was presented on 16 July 2014 by Andrew Lind (Director).

In this webinar, he discusses the following:

  • Asset protection & tax benefits
  • TDTs explained
  • Who should be the trustees
  • Capital & Income beneficiaries of TDTs (they can be different)
  • Protecting the estate from “at risk” individuals
  • Minors treated as adults for tax purposes
  • When is a TDT right for you