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Testamentary Trusts Bundle

 
 

This Practice Guide explains what Testamentary Trusts are, how they work and how to put them in place. It includes three precedents of Testamentary Trusts and precedents for letters to your client, advising them about their Testamentary Trust.

Testamentary Trusts Bundle

Contents

The Practice Guide covers the following:

1  Introduction

An explanation of what  testamentary trusts are and how they work.

2  Asset protection

How Testamentary Trusts are used in asset protection.

3  Taxation

Taxation aspects of Testamentary Trusts.

4  Precedents

  • The following precedents are included in the Practice Guide.
  • Letter advising testamentary trust
  • A letter to the client explaining how their testamentary trust works
  • Letter enclosing will and signing instructions
  • A letter to the client enclosing their testamentary trust and explaining how to sign it.
  • Will creating one testamentary trust

Precedent will which creates one testamentary trust. The document itself contains drafting notes which can be deleted when the document is finished.

Will creating multiple Testamentary Trusts

Precedent will which creates multiple testamentary trusts. The document itself contains drafting notes which can be deleted when the document is finished.

  • Will + testamentary trust
  • A will including a testamentary trust. Simple form.
  • Will signing instructions

An information sheet on how to sign your will. Can be handed to the client as a separate document or incorporated as part of a letter of advice.

  $199.00

 

Save time and money with out Testamentary Trusts Bundle

This information is not legal information provided by Precedents Online or it’s Authors.  It is for General Information only and to be used accordingly.

testamentary trust is a trust set out in your will that only takes effect when you die. Testamentary trusts are usually set up to protect assets. … You do not want family assets split as part of a divorce settlement. You do not want family assets to become part of bankruptcy proceedings

https://www.moneysmart.gov.au/life-events-and-you/over-55s/wills-and-power-of-attorney

 

 

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