If you know that your client or your client’s child is getting married, ask your client, “Are you concerned about protecting the family home if the marriage ends?” If so, explain the value of creating a discretionary trust, and be prepared to offer your client legal referrals.
Conversation Starter – Create a discretionary trust
Offer help if you know your client, or your client’s child, is getting married.
- April 22, 2015 April 22, 2015
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