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3. The Mechanics of Testamentary Trusts with Claire Stollery
Manage episode 419147491 series 3570099
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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.
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