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Secure Your Legacy with a Testamentary Trust

At Robbins Watson Solicitors, we understand the importance of protecting your family’s future. A testamentary trust is a powerful estate planning tool that offers flexibility, asset protection, and tax advantages for your beneficiaries. 

What Is a Testamentary Trust?

A testamentary trust is a discretionary trust established through your Will, coming into effect upon your death. Unlike a standard family trust created during your lifetime, a testamentary trust is activated by your Will and managed by a trustee for the benefit of your chosen beneficiaries. 

Benefits of a Testamentary Trust

  • Asset Protection: Assets held within the trust are legally owned by the trustee, not the beneficiaries. This structure can shield assets from creditors, bankruptcy proceedings, and family law disputes.  
  • Tax Efficiency: Income distributed to minor beneficiaries through a testamentary trust is taxed at adult marginal rates, allowing each minor to receive up to the full adult tax-free threshold (currently $18,200) before incurring tax. This can result in significant tax savings for families.
  • Controlled Distribution: You can set specific terms and conditions for how and when your assets are distributed, ensuring that beneficiaries receive their inheritance in a manner aligned with your wishes.

Is a Testamentary Trust Right for You?

Consider a testamentary trust if you: 

  • Have minor children or beneficiaries with special needs. 
  • Wish to protect assets from potential claims due to divorce or bankruptcy. 
  • Desire tax-effective income distribution among family members. 
  • Seek to maintain control over how your estate is managed and distributed after your passing.

Take the Next Step

Planning for the future is a profound act of care. Our experienced team is here to guide you through the process of establishing a testamentary trust tailored to your unique circumstances

Contact us today to get started:

  • Call us on 07 5576 9999
  • Book an appointment online by clicking here

Fill out our online enquiry form by clicking here

Why choose Robbins Watson Solicitors?

Discover what makes us different.

Experience you can count on

With over 60 years in business, we position our clients and their businesses with the best advice to enable them to prosper.

We’re committed to you

We recognise your needs, assess specific priorities and objectives and develop strategies to meet them.

Enduring relationships

We generously invest time and expertise to understand our clients and build beneficial long-term relationships.

Efficient teams

We embrace technology to ensure our clients outcomes are delivered quickly, efficiently and cost-effectively.

What our clients have to say

As first home buyers Emma from Robbins Watson made the experience stress free. With her professional service and excellent knowledge of industry. Couldn't recommend her more. Thank you!

Kimberley G

Very pleased with this firm and the outcome we received. Highly recommend Robbins Watson for any Family Law matters.

Cate B

Sean and his team have always been incredibly supportive and knowledgeable. Couldn’t recommend Robbins Watson Solicitors more!

B.M.

I recently had the opportunity to work with Alexandra Coyle, and I couldn't be more pleased with the experience. From the outset, she demonstrated exceptional professionalism and a deep understanding of the legal issues involved which was very reassuring. I felt well-informed throughout the process, and she worked tirelessly to ensure a successful outcome for me. I’m glad I reached out to this firm. Thank you for making a challenging situation so manageable. I highly recommend Alexandra for anyone seeking reliable and empathetic legal assistance.

Justyna B

I was so pleased with Bell’s work. I found her easy to get along with, explain things clearly and make the whole process calm. I would recommend her to anyone going through an estate dispute.

Taylah C

Marcus, thank you again for your support throughout the settlement process, we very much appreciate your professionalism, advice and communication from start to finish! We would be happy to recommend Robbins Watson to our family and friends.

Angela

Good morning – just wanted to send a quick email off and let you know how impressed (my wife and myself) have been with Emma – We have bought a couple of properties up there over the last year or two – we’re from Wagga Wagga, NSW and are relocating up there at the end of this year. Emma has been absolutely fantastic to deal with and we couldn’t be happier!!! It makes things really easy when you have someone on the ball like she is – so yeah, just a quick ‘Well done’ – thanks so much, we really appreciate it and keep up the good work!

Jarrod

Thank you again for your services, I cannot fault you and your team. You are always such a pleasure to deal with and make what would normally be a stressful time, quite the opposite.

Emma (& Helen)

Please extend my warmest thanks to All that have assisted me. You all have made the process of dealing with Wills, selling property, and soon with my own Will and things. Robbins Watson have exceeded my expectations in ability, personal interactions, pleasant meetings; in short, you are my Solicitors of choice, and I say so to any and all.

George

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