Generate New Revenue Through Enhanced Drafting Techniques & Design Tactics
10:15 - 12:00
Add value and stand out from your competition by offering clients a greater array of customized trusts, including CGTs, ILITs, SNTs, Family/Marital Trusts, Pet Trusts, and more. You and our Legal-Technical Attorney will walk through LWP’s state-of-the-art drafting software to properly allocate assets to different trusts and subtrusts—quickly, efficiently, profitably. You’ll also learn what to ask clients during design meetings and “insider” tips and tricks from the Lab to handle more unique client fact patterns. By session’s end you’ll be able to use the LWP-CCS to provide clients with customized (and lucrative) trusts to address their specific needs.