Events

Events
Strategy Solution – The Successor Director Solution for Director Replacement

In this session, participants will know how to complete the Business Protector to ensure that the jewels are protected through a simple process but still able to be used by the main trading operations.

by LightYear Docs Team

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Events
Strategy Solution – The LightYear Suite of Companies – How, which and when to use

In this session, participants will learn about the seven different companies in the LIghtYear Docs range and when to use each plus how to use each style of company.

by LightYear Docs Team

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Events  ·  Uncategorized
Strategy Solution – Document and Strategy Launch – The Business Protector

In this session, participants will get to review their clients, determine risk in various structures, and then from there build property and IP transfers for license back purposes.

by LightYear Docs Team

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Events
Strategy Solution – How to upgrade a Discretionary Trust without a resettlement on LightYear Docs

In this session, participants will learn to review some old deeds and complete two upgrades to know how it is done legally and effectively.

by LightYear Docs Team

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Events
Strategy Solution – How to do a couple’s SMSF Wills including Superannuation Testamentary Trust

Grant Abbott invented the SMSF Will in 2007 as a more secure and certain estate planning solution for members of an SMSF. In this session, attendees will learn from a legal standpoint how to build SMSF Wills.

by LightYear Docs Team

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Events
Strategists Intensive – Leading Member Trusts and SMSFs

In this session, participants will learn why the LightYear Docs Leading Member SMSF and discretionary trust are much different from a standard SMSF and trust.

by LightYear Docs Team

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Events
Strategy Solution – Grant Abbott’s Top Five SMSF Strategies for 2022

In this session, Grant Abbott and Ben Gill will look at Grant’s Top Five SMSF Strategies for the upcoming 2022 income year – so expect to be surprised.

by LightYear Docs Team

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Events
Strategy Solution – How to do a couple’s Wills and Enduring Powers of Attorney

In this session attendees will learn from a legal standpoint how to build lines of succession and create unique testamentary trusts, enduring powers of attorney and Wills.

by LightYear Docs Team

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Events
Strategy Solution -How to build a Family Protection Trust and change a current discretionary trust…

In this session, attendees will learn from a legal standpoint how to build a bloodline trust for a family – whether it is business or investment based.

by LightYear Docs Team

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Events
Succession Planning Intensive Livestream 2022 – Partner Solution Series

Find out how to make Business Succession and Exit Planning a profitable value add for your practice!  

by LightYear Docs Team

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