Downloadable Resource

A Helpful Guide to Testamentary Trusts

Testamentary Trusts are drafted in wills for tax advantages and to protect your assets. Our free guide will help you understand if this is right for you.

No one knows the future.  One of the difficulties with preparing wills is that it is very difficult to peer into the future.  No one knows when the will-maker will pass away.  No one knows what the circumstances of a will maker's beneficiary might be at that time.  This guide provides you with an outline of what a testamentary trust is, the advantages of a trust and provides examples of who they operate.

Benefits

  • Understand the taxation advantages of a testamentary trust
  • Discover how how they can help protect assets
  • Learn how testamentary trust can provide flexibility for your beneficiaries

What others say

  • This matter was handled in a very professional and friendly manner. We were made to feel very comfortable and confident in all of our dealings with Ruby. Everything was explained fully and she kept in contact with us through the whole process.    Thank you, Ruby, for your time, advice and patience.

    Heather and Ken
    Doreen
  • Fast, efficient and great service. Excellent communication from Ruby."

    Marion
    Echuca
  • Charlie. Thank you for the very good work along the way. You have been efficient and effective.

    Steve
    Oakleigh

Authors

Shane Williams

Partner - Wills & Estate and Family Lawyer

Shane Williams is a partner at Tonkin Legal. He specialises in helping people plan their estates and is a highly experienced Family Lawyer.

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