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In this session Grant Abbott and Tony Anamourlis from Abbott & Mourly lawyers look at strategy automation, smarts and estate planning into a higher gear with the launch of our LightYear Docs Will with Testamentary Trusts (TT) and EPOA combined for Couples – TTEPOA. This is one that is not to be missed and includes a case study dealing with TT issues, a build of the documentation, a client data capture plus presentation slides on why a testamentary trust. Other aspects included are:
1. How to cater for continuity and control of a company where the testator is the sole director or a director on a board of a business or investment company using Successor Directors – all part of our TTEPOA package;
2. How to build not one TTEPOA but also a spousal TTEPOA with our simple strategy automation;
3. Why a TT should be used and how if a client answers ‘yes’ to any of the following:
• Are you getting married in the near future?
• Are you separated but not yet divorced from your spouse?
• Do you have an ex-spouse?
• Do you wish to exclude any close family members such as a spouse, partner, child or other dependent person from your Will?
• Do any of your beneficiaries have special needs including mental or physical incapacity, marital problems, bankruptcy issues or are a big spender?
• Do you own a business or own shares in a family company or have control or financial interest in a trust? • Do any of your beneficiaries live overseas?
4. How much to charge for a TTEPOA, the high end of the spectrum for those who have dealt on TT issues with lawyers in the past;
5. The point at which Abbott & Mourly lawyers get involved to provide enhanced sign off;
6. How to present to clients on TTEPOA.