Techlink in Conversation Podcast – Episode 54 – Barbara Gardener - The five most common trust misunderstandings
Techlink in Conversation

Techlink in Conversation Podcast – Episode 54 – Barbara Gardener - The five most common trust misunderstandings

2023-09-05

Eddie catches up with Barbara Gardener to discuss the five most common trust misunderstandings. Barbara covers

  1. What is a bare trust
  2. Pre 2006 trusts – what happens if the named beneficiary dies?
  3. Default beneficiaries under a discretionary trust
  4. Loan trusts after the lender's death
  5. Can I just amend my trust?

The session is full of hints and tips to avoid the common issues.

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