#35 Stop! Don't deal with family trust succession in the will
- Author
- Tara Lucke
- Published
- Mon 12 May 2025
- Episode Link
- https://www.theartofestateplanning.com.au/podcasts/the-art-of-estate-planning-podcast/episodes/2149018334
It's tempting to just pop an extra clause into a client's will to cover off on the succession plan for their family trust - but this is far from the gold standard in discretionary trust succession.
In this episode, I'll explain why that approach is ""so 90s"" and share my tips on how to implement a failproof succession plan for family trusts.
If you want to dive into this topic in more detail, check out our detailed free training video "Succession Planning for Discretionary Trusts"
