Understanding Sub-Trusts Office Hours: Planning with Marital, Bypass, and Disclaimer Trusts

Sub-trusts can provide a range of benefits including creditor protection or protection from divorcing spouses, post-death management of assets, multi-generational legacy creation, and more. What’s more, using Vanilla to visualize how assets flow through sub-trusts can help you ensure your clients’ legacy planning goals will be achieved. 

For this hands-on session, attendees will receive a sample fact pattern upon registration to model in Vanilla. During office hours, the hosts will walk through the scenario step-by-step in Vanilla.

In addition to this instructional demo, topics will include: 

• Comparisons of different types of sub-trusts and their use cases
• How sub-trusts can offer benefits like asset protection, tax planning, and more
• A step-by-step look at modeling sub-trusts in Vanilla

Attendees will have the opportunity for Q&A with Erica and Larry throughout the session.