Increase Your Settlement Revenue by Setting Up Stand-Alone Beneficiary Trusts

05 Oct 2017
11:30 am - 12:30 pm

Increase Your Settlement Revenue by Setting Up Stand-Alone Beneficiary Trusts

Trust settlement should be the most profitable service you offer your clients, but for most of us the exact opposite is true. This session will discuss the use of decanting and trust protector restatements/severance to increase your revenue while making the beneficiaries’ irrevocable trusts easier to administer. We will look at a case study and the language necessary for both the decanting and the Trust Protector restatement/severance techniques. We will also discuss the structure of a stand-alone beneficiary trust and how to generate one.