LYD Strategy Solution

13 June 2023 - Splitting Trusts to make Multi-Generational Trusts Zing

Join us for a dynamic and informing session with Grant Abbott from LightYear Docs and Abbott & Mourly Lawyers and CEO Michael Jeffriess, two of the industry's most respected figures, as they delve into the intricate world of split trusts. 
In this webinar aimed at "The Power of Split Trusts: Safeguarding Family Wealth Across Generations," our esteemed speakers will discuss the utilisation of split trusts for existing discretionary trusts and Family Protection Trusts. This is an opportunity to gain expert insights into protecting and passing on family wealth between generations without any taxation or duty issues. 
Grant Abbott, with his extensive background in law and superannuation, and Tim Munro, renowned for his expertise in tax planning, will bring a wealth of knowledge and practical advice to the table. They'll illuminate the potential of split trusts, showing you how to leverage these structures to maximise wealth protection and transfer, ensuring your family's financial stability for generations to come. 
Don't miss out on this unique opportunity to learn from the best in the business. Whether you're a professional adviser, trustee, or just keen to enhance your financial knowledge, this session promises to equip you with valuable strategies to safeguard your family wealth. Get ahead of the curve and secure your spot now for this vital webinar. Prepare to transform the way you view wealth management and preservation. Register today! Attendees will receive one-hour CPD plus slides, a replay of the webinar and bonus client email detailing client benefits, data capture plus what to charge clients.
Attachments: