TESTAMENTARY TRUST WILLS

Our Your Will packages are a great starting point for most people with straight forward circumstances, however for some clients, the will is just the starting point of succession planning, and of itself insufficient.  

Superannuation death benefits, self-managed superannuation funds, private companies and trusts all require specific attention, as do the taxation consequences of dealing with them.  All of these issues need to be dealt with in a cohesive manner. 

Where it is appropriate, we recommend discretionary testamentary trust wills.  These are wills which include a gift of the estate, or part of the estate, to a discretionary trust or trusts. 

We have a range of sophisticated testamentary trust will options to suit your specific circumstances. These types of wills can provide asset protection for your spouse and children as well as tax savings. 

You can read more on these wills in our Discretionary Testamentary Trust Wills Guide.