Sample of client work

1. LUNCH & LEARNTM
LEGAL CPD Webinar Series 2016
Profit From Better Will Drafting
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2. OUR KEY MESSAGE
You can start delivering
higher-value estate
planning solutions to
your clients today

3. WHO IS THIS FOR?
Lawyers who currently ..
REFER WILLS
AWAY
DO ONLY SIMPLE
WILLS
WORK
MANUALLY
Keep The Work!
(More Revenue)
Upgrade to Higher-
value Work!
(More Revenue)
Easier and Faster!
(Save Time)

4. QUICK POLL
Do you currently produce wills with
testamentary trusts?

5. 1. UNDERSTAND TESTAMENTARY DISCRETIONARY TRUSTS
What is a
testamentary
discretionary
trust?
What are the
benefits of
having a
testamentary
discretionary
trust?
How to add
them into a
will?
How to make
them
optional?

6. EXAMPLES OF TAX BENEFITS
Distribution of $72K income, spouse on $180K with 4 minor children
Basic will
$72K distributed to spouse
Testamentary Trust
$18K streamed to each child
Tax 47% x $72K = $33,840 -
Tax Saved: $33,840
Distribution of $300K capital gain, spouse on $180K with 4 minor children
Basic will
$300K distributed to spouse
Testamentary Trust
$75K streamed to each child
Tax 47% x $300K = $141,000 per child = $15,922
Tax Saved: $77,312