Inter-vivos trusts

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An inter vivos trust (or family trust) is established by someone during their lifetime to manage certain assets or investments and support beneficiaries, such as family members.

If you are holding assets in a family trust, you cannot leave them to a specific beneficiary in your Will.

It is important that you understand what will happen to the trust assets if you die, and take appropriate measures to ensure the control of those assets is passed in a way that makes sure they are distributed to your intended beneficiary (or beneficiaries).

Like testamentary discretionary trusts, inter vivos trusts may provide benefits including asset protection and tax minimisation.

How we can help you

For more information about estate planning issues involving a family trust, please speak to your adviser or call us on 1800 882 218.

Providing estate and trustee services for more than 140 years.