In this video I step through the 5 key factors for when you should consider recommending a Testamentary Trust to your clients. Ready to start offering testamentary trusts to your clients? Check out our resources to get you started here: https://www.taralucke.com.au/lawyers/ Transcript So I’ve got a little rule of thumb here about when I think clients could […]
One of the key skills an estate planning adviser needs is to know how to communicate the benefits of complex structures to clients in a way that is simple and easy to understand. If your client can understand the benefits that a testamentary trust can offer to their family, it will significantly increase their confidence […]
Testamentary trusts are an estate planning tool with many benefits, including tax flexibility and asset protection. But I personally think the most powerful benefit they can offer is the peace of mind that they can give your clients! Find out how you can start offering Testamentary Trusts to your clients at https://www.taralucke.com.au/lawyers/ Transcript Once your […]
Have you ever been told by a client that the testamentary trust will you have prepared is too long and complicated, and they don’t want to sign it? Follow these tips for some ideas on how to increase client comprehension and confidence in their testamentary trust will in the will review meeting. If you’re […]
Good precedents save lives. Okay… so perhaps that is a tiny bit dramatic. But I do believe that one of the keys to a happy career as an estate planning lawyer is excellent testamentary trust precedents. Quality precedents will save you so much time, freeing you up for the things that matter. Like marketing, delighting […]
I’m always talking about how valuable testamentary trusts are, but does that mean every person should include one in their will? Not always. Check out my VLOG about when it’s okay NOT to use a testamentary trust in your will. And I’ve shared some links to my previous posts if you want to find out […]