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Claire Styles – Testamentary Trust Wills

May 1, 2023
Articles, CPD, Professional Development

Not all wills are created equally…

C Legal & Co is a legal firm focusing on asset protection, estate disputes and real estate. They work with entrepreneurs, business owners, high net worth individuals, professionals and families of all shapes and sizes.

Principal Claire is not just a great lawyer, she’s a great communicator and trusted advisor. At her core, Claire is an entrepreneur – someone who thinks outside the box, strives for continual innovation and delivers advice backed by a strategic perspective. She is a highly experienced lawyer in estate planning, asset protection, estate litigation & real estate. She’s also a mediator and estate litigation expert. She prides herself on building great long-term relationships that add real value to her clients.

In this session, Claire provides:

  • An understanding of what exactly a testamentary trust will is.
  • How a testamentary trust will can offer asset protection and tax minimisation for your beneficiaries.
  • What assets form part of your estate that can be distributed to a trust within a will.

If you have not reviewed your estate planning in the last three years, or have clients that could need a testamentary trust will and you do not specialise in estate planning, this is a session you shouldn’t miss.

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