The Heir Waves

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:

• The Art of Estate Planning


• The TT Precedents Club


• Everything Tara!

Have a question or want to submit a case for discussion, send Caite & Michele an email at [email protected].

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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.