Inheritance often comes with both benefits and burdens. Structuring an inheritance as a testamentary trust allows the beneficiary to receive only the benefits of the inheritance by appointing a trustee to manage the inheritance.
In this episode of The Wealth Experience Podcast, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Elizabeth Creates, Director of Estate Planning, BMO Wealth Management who provides insights on structuring an inheritance as a testamentary trust.
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