ACTEC Trust & Estate Talk cover image

Useful but Overlooked Trusts: A Planner's Guide to When and How to Use Them

ACTEC Trust & Estate Talk

00:00

When HEATs Are Appropriate

Wendy summarizes when to consider HEATs: exhausted GST exemption, charitable aims, multi‑generation education and healthcare.

Play episode from 04:42
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app