01 February 2022 - Strategy Solution: How to Build a Family Protection Trust and Change a Current Discretionary Trust to a Family Protection Trust

Too often discretionary trusts are just thrown together with the client's accountant not considering the deepest needs of the client's family. The LightYear Docs Discretionary Trust has a standard family protection option and capability for trusts structured for business or investment purposes. In this session Grant Abbott and Ben Gill from LightYear Docs will look at why family lineage is important and how to build a Family Protection discretionary trust deed. Access the LightYear Docs data capture and also why a special purpose corporate trustee takes the strategy to the next level.