#101 Testamentary Trust 101

Need an easy way to explain testamentary discretionary trusts to your clients? This episode is a plain English introduction designed specifically for clients who want to learn more about TDTs. Estate planning lawyers, accountants and financial advisers are welcome to share it as a pre-meeting resource to help clients understand the fundamentals about TDTs. We cover what a testamentary discretionary trust is, how it works, the key benefits, and the situations where it can add real value. The purpose is to empower your clients to understand how a TDT could help their loved ones and have a clear idea of whether it's something they want to explore in their estate plan.