The Art of Estate Planning Podcast Episode 6: Does the family home belong in a testamentary trust?
In this episode, Australian estate planning lawyers Tara Lucke and Carrie Payne dive into the nitty-gritty of putting the family home into a trust. Tara and Carrie cover everything from asset protection to tax perks, plus what happens when you put that golden goose under the trustee’s wing. The comments in this video about the ability to access the CGT exemption where the property is owned by a trustee of a testamentary trust are now impacted by TD 2026/D1. This video was recorded before the release of TD 2026/D1. Once TD 2026/D1 has been finalised, a new video will be released with updated guidance. If you’re an estate planning lawyer in Australia, this podcast episode is for you. Discover how to scale your estate planning practice at https://www.theartofestateplanning.co... #EstatePlanning #TestamentaryTrust #TestamentaryTrustPrecedents #WillPrecedents
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