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24 February 2022 - Strategy Intensive: Leading Member Trusts and SMSFs with Case Studies
The Covid world that we live in is causing our clients anxiety - worrying about their family's heath, finances and worse. This is a time to advise your clients to consolidate and plan for the family. And what better solution than that LightYear Docs Leading Members suite of documents that has in-built succession, control and family lineage planning. In this session we will review the differences between a LMDT and LMSMSF and our standard documents.
Leading Member Discretionary Trust - All you need to know
Discretionary Trustee Company upgrade to Leading Member Trustee Company Marked Up