Testamentary Trusts - July 2025 (1 Hour of CPD)

In this webinar, we cover Testamentary Trusts. Testamentary Trusts are one of the most powerful tax structures available — yet they remain one of the most misunderstood. 

Many people steer clear of them simply because they don’t fully grasp how they work. And unfortunately, when they’re set up incorrectly, the tax benefits can disappear entirely.

But when used correctly, the tax savings can be significant.

That’s why we’ve created our one-hour, Testamentary Trusts: Get Them Right, Reap The Rewards webinar — to help you gain clarity and confidence around this valuable estate planning tool.

This webinar covered:

• What a Testamentary Trust is, and when to use one
• How assets are transferred to and from a Testamentary Trust
• Distributions to minors — and how the generous tax treatment applies
• What happens when income is accumulated in the trust
• How the integrity rules can impact your strategy
• What to do if the Will doesn’t include a Testamentary Trust
• Key administrative considerations