Testamentary Trusts: What are they?

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Testamentary Trusts: What are they?


Sophie Cohen, Legal Practitioner at Prime Financial Group explains what a Testamentary Trust is, and why they should be considered as part of Estate Planning. A testamentary trust is simply a trust established by the terms of your Will upon your death, rather than by a trust deed during your lifetime…

 

WATCH the Video below to LEARN MORE.

 

Testamentary Trusts: What are they? from Prime Financial Group on Vimeo.

 

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Disclaimer:

This information has been prepared by Primestock Securities Limited ABN 67 089 676 068, AFSL 239180 (“Prime”). Prime accepts no obligation to correct or update the information or opinions in it. This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. Prime is bound by the Australian Privacy Principles for the handling of personal information.

About the Author:

Legal Practitioner & Director of Prime Financial Group Legal Services. I work in conjunction with accounting partners and financial advisers to deliver high quality, professional and personalised legal services in asset protection (Estate planning, Business succession strategies and structuring , Superannuation, Family Trusts & Powers of Attorney).