If you start breaking out in a sweat the minute you have to start explaining HOW and WHY testamentary trusts offer such incredible tax-free treatment for minors – this episode is for you!
And here’s the good news: you don’t need to be a tax expert to understand (and learn how to explain) this incredible benefit of a testamentary trust.
This is trust talk for non-tax lawyers. I break it down in plain English with real-world scenarios about why this feature of testamentary trusts is a life-changing silver lining for families who have just been through the worst moment of their lives.
– Tara Lucke, Australian Estate Planning Lawyer-Turned-Educator and Founder of The Art of Estate Planning
Discover how to scale your estate planning practice at
#TaxFreeIncomeForMinors #ExceptedTrustIncomeRules #TestamentaryTrustPrecedents #WillPrecedents
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By: Tara Lucke - The Art of Estate Planning
Title: The Art of Estate Planning Podcast Episode 45: Tax-Free Income for Minors via Testamentary Trusts
Sourced From: www.youtube.com/watch?v=SMgb4v-uaro
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