
In this episode, Caite & Michele are joined by the lovely Tara Lucke of The Art of Estate Planning and discuss:
- the basics testamentary trusts and what they are (and aren't!)
- the pros of using testamentary trusts
- the cons of using testamentary trusts
- some key things to consider in using testamentary trusts
- helping clients understand these strategies
For those interested in Tara's group of her TT Precedents Club, see the links below:
Have a question or want to submit a case for discussion, send Caite & Michele an email at hello@theheirwaves.com.
Don't forget to subscribe for all the latest episodes!
See you next time on The Heir Waves.
** IMPORTANT NOTICE **
The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.
Version: 20241125
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