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Testamentary Trusts and Wills

  • Testamentary trusts allow you to gain flexibility and control over the distribution of your assets to beneficiaries.
  • Testamentary trusts also provide effective income tax savings and asset protection from creditors.
  • Our team of lawyers are ready to advise you accordingly.

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Testamentary Trusts and Wills Perth

A testamentary trust is a trust created by your will which comes into effect after your death. It provides directions for the appointment of a trustee to manage part or all of your estate on behalf of your chosen beneficiaries.

Benefits of Testamentary Trusts

There are numerous advantages for beneficiaries of a testamentary trust, but the main benefits are effective income tax savings and asset protection from creditors. These benefits are generally not available to beneficiaries under a standard will.

A testamentary trust can also offer beneficiaries the choice to continue with the Trust, provided they have reached a certain age, or they can opt to take their benefit or inheritance in full.

At Clairs Keeley, our lawyers in Perth can assist in the construction of a comprehensive discretionary testamentary trust for the benefit of your beneficiaries. We will work with your financial planner or accountant if appropriate, to ensure that your beneficiaries receive the maximum financial benefit from your estate.

To consult us about matters relating to testamentary trusts or wills, please contact us or call us on (08) 9228 0811 to speak to our team in Perth.