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OFTENTIMES PEOPLE THINK ABOUT
PLANNING EIR ESTATE AFTER A
MAJOR LIFE EVENT, BUT THE TRUTH
IS THERE IS NEVER A BAD TIME TO
START THE PROCESS.
IF YOU ARE CONCERNED ABOUT WHERE
TO START, THE TEAM IT THERE
READY LAW --
VERITY LAW IS HERE
TO HELP.
JAY, I WANT TO START OFF WITH
YOU.
VERITY IS DOING THINGS
DIFFERENTLY THAN MAYBE YOU WOULD
SEE AT ADDITIONAL LAW FIRMS.
WHY IS IT SO IMPORTANT FOR YOU
TO CUSTOMIZE PROGRAMS FOR SOME
OF YOUR CLIENTS?
THE NAME TWO REASONS TO MAKE
A PLAYING -- PLAN THAT IS CUSTOM
PER CLIENT IS EVERY CLIENT HAS A
DIFFERENT GOAL.
WE MIGHT HAVE A CLIENT THAT
COMES IN IN THEIR GOAL IS SIMPLY
TO TAKE CARE OF THE KIDS.
MAYBE THEY HAVE GOT A SPECIAL
NEEDS CHILD IN WE HAVE TO PUT IN
SOME SPECIAL PROVISIONS TO TAKE
CARE OF THE CHILD.
OTHER CLIENTS WILL HAVE GOALS
WITH ASSET PROTECTION INVOLVED.
WE NEED TO
SIT DOWN WITH EACH
CLIENT, FIGURE OUT THE FAMILY
CIRCUMSTANCES, THE GOALS, FOR
TOGETHER A CUSTOM PLAN FOR THEM.
YOU NAILED IT ON THE HEAD.
EVERY FAMILY'S NEED IS
DIFFERENT.
HOW DO YOU CUSTOMIZE A PLAN FOR
EACH INDIVIDUAL?
THE FIRST THING IS WE SIT
DOWN WITH THE CLIENTS.
WE SPEND A LOT OF TIME WITH THEM
TALKING ABOUT THEIR FAMILY,
THEIR ASSETS, THEIR GOALS. WE GO
THROUGH ALL OF THAT WITH OUR
CLIENTS AND WE HAVE A BROAD
RANGE OF TOOLS AT OUR DISPOSAL
FOR CREATING THE PERFECT PLAN
FOR EVERY FAMILY WHEN THEY COME
IN.
I HAVE SOME CLIENTS WHO COME IN
AND ALL WE NEED TO DO IS PUT
TOGETHER A WILL.
OTHERS COME IN WITH A MAY BE
MORE COMPLEX ESTATE, SO WE PUT
TOGETHER A TRUST TO DO THAT.
WHEN I TALK ABOUT TRUSTS PEOPLE
NORMALLY THINK ABOUT THE
STANDARD BUT WHAT WE REALLY HAVE
IS A NUMBER OF DIFFERENT TYPES
OF TRUSTS WE CAN PUT IN PLACE
FOR CLIENTS, WHICH IS HOW WE
START TO CUSTOMIZE THE PROCESS.
AS I MENTIONED EARLIER, WE MAY
HAVE A FAMILY WITH SPECIAL NEEDS
, WELL, WE HAVE A SPECIAL NEEDS
TRUST WE CAN PUT IN PLACE TO
TAKE CARE OF THAT CHILD IS
ONGOING.
SOME
CHILDREN HAVE AN AVID
DESIRE FOR WH WE CALL A GUN
TRUST.
I COULD BE PARTICULARLY
IMPORTANT IN MICHIGAN, LOTS OF
GUNS AND HUNTERS, THINGS LIKE
THAT, THAT IS AN INTERESTING
TOOL THAT WE HAVE AT OUR
DISPOSAL.
ANOTHER TYPE OF TRUSTS THAT WE
HAVE THE DISNEY TO MICHIGAN THIS
YEAR IS WHAT IS REFERRED TO AS A
DOMESTIC ASSET PROTECTION TRUST.
IT'S GOING TO BE INTERESTING,
OTHER STATES HAVE HAD THIS FOR
YEARS, MICHIGAN DID NOT ALLOW IT
UNTIL JUST EARLIER THIS YEAR,
ACTUALLY.
A DOMESTIC ASSET PROTECTION
TRUST IS IT -- IS A
TRUST THAT
OTECTS THEM FROM PREDATORS BUT
THEY CAN ACCESS THOSE ASSETS IN
CERTAIN CIRCUMSTANCES LATER ON
DOWN THE ROAD.
SO, WITH THE ASSET OR TEXAN
TRUST, IT IS A GREAT TOOL FOR
REALLY, ANYBODY THAT HAS A RISK
OF LITIGATION IN THEIR LIFE,
LAWSUITS, AND HAS A DESIRE TO
PROTECT THEIR ASSETS.
SEEMS LIKE A LOT OF
INFORMATION AND IT CAN BE
OVERWHELMING TO SOMEONE JUST
STARTING.
YOU MENTIONED ASSET PROTECTION.
WHO WOULD BENEFIT?
REALLY, ANYBODY
, SPECIFICALLY
IN AIGH RISK PROFESSION, THE
MOST OBVIOUS EXAMPLE WOULD BE
DOCTORS, WHO HAVE THE RISK OF A
MALPRACTICE SUIT, THIS SHOULD BE
A PERFECT TOOL FOR THEM TO
PROTECT SOME OF THEIR ASSETS.
CERTAIN REAL ESTATE
PROFESSIONALS WOULD BENEFIT FROM
THIS.
MANY BUSINESS OWNERS WOULD
BENEFIT.
THE TYPE OF PERSON WHO HAS SPENT
THEIR LIFE BUILDING UP THEIR
ASSETS BUT THERE IS STILL MAYBE
A RISK OF LAWSUIT OR CLAIMS,
THIS IS AN AVENUE FOR THEM TO
PROTECT SOME OF THEIR ASSETS.
LISA, I WANT TO BRING YOU
INTO THE CONVERSATION.
AS PET OWNERS WE KNOW THAT OUR
PETS ARE A PART OF OUR FAMILY
AND WE CAN PROTECT THEM, TOO?
A PET TRUST ALLOWS YOU TO
PROVIDE FOR YOUR PET IN THE
EVENT YOU ARE GONE, DISABLED, OR
NO LONGER ABLE TO TAKE CARE OF
THEM.
WHAT YOU CAN DO THERE IS
ALLOCATE SPECIFIC FUNDS, THINGS
LIKE THAT CARE, GROOMING,
BOARDING, ABLE TO APPOINT
SPECIFIC INDIVIDUALS UNDER THE
TRUST.
ONE PERSON COULD BE THE
CARETAKER, SOMEONE WHO LOVES THE
PET THE WAY THAT YOU DO, TAKING
CARE OF IT IN THE SAME MANNER,
PROVIDING IT WITH THE SAME
LIFESTYLE.
THEN THERE IS THE TRUSTEE, THE
INDIVIDUAL THAT WILL TAKE CARE
OF THE FUNDS, MAKING SURE THAT
THE CAREGIVER IS ACTUALLY
PROVIDING FOR THE PET, NOT USING
THE FUNDS FOR THEIR OWN MEANS.
COMING UP THAT PEOPLE CAN GET
INVOLVED IN? YES, WE HAVE TWO
DAYS SET ASIDE FOR COMPLIMENTARY
CONSULTATIONS OF CLIENTS.
THAT'S FRIDAY, MAY 12, AND
TUESDAY, THE 16TH.
WE ENCOURAGE PEOPLE TO CALL AND
SET UP AN APPOINTMENT TO COME IN
FOR A ONEN-ONE CONSULTATION TO
GO THROUGH THOSE FAMILY
CIRCUMSTANCE GOALS THAT WE
TALKED ABOUT EARLIER.
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