))
3. The Mechanics of Testamentary Trusts with Claire Stollery
Manage episode 419147491 series 3570099
Innhold levert av PlanningSolo and Jordan Vaka. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av PlanningSolo and Jordan Vaka eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This episode of Life, Loss & Legacy is all about testamentary trusts, so Jordan's speaking with solicitor Claire Stollery - partner at Tony Kelly Lawyers, and an expert in the field.
Claire outlines:
- What a testamentary trust actually is
- The benefits of having one
- The steps new trustees need to be aware of as they administer the trust
- Who's who in the testamentary trust ecosystem
- When advice might be necessary - and how to choose good advisers.
If you'd like to speak with Claire, she can be reached via cs@tonykellylawyers.com.au.
You can find out more information on our PlanningSolo website, and you can reach Jordan at jordan@planningsolo.com.au.
Visit here to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.
12 episoder
Del
