Will with Distribution to Pilot Trust

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A Will with Distribution to Pilot Trust is a type of estate planning strategy that allows individuals to maintain control over how their assets are distributed after their death.

Under this approach, the Will directs that a portion of the estate is to be distributed to a Pilot Trust rather than directly to the beneficiaries. The Pilot Trust is designed to hold and manage the assets for the benefit of the beneficiaries, allowing the trustee to make distributions according to the terms set out in the trust agreement.

One of the primary advantages of using a Pilot Trust is that it can provide increased flexibility and control over the distribution of assets. For example, the trustee can make distributions based on the individual needs and circumstances of each beneficiary, rather than distributing the assets equally.

Another advantage of using a Pilot Trust is that it can provide protection from creditors and other potential threats to the assets. By keeping the assets in the trust rather than distributing them directly to the beneficiaries, the assets can be shielded from potential risks such as lawsuits, bankruptcy, or divorce.

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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

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