#51 Bypassing & Breaking Up with a TDT
Update: 2025-09-01
Description
Your clients have heard you sing the praises of testamentary trusts — tax free income for minors, family law and bankruptcy protection. They’re sold.
But what if we need to get the assets out?
In this episode, we tackle the question head-on, covering the practical steps to withdrawing capital from a TDT when the need arises, and what to do if the TT becomes unnecessary at the client's death.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
