A timely, targeted mailing to your wealthiest prospects, entrepreneurs and family business owners. Tells them that lower interest rates mean lower estate and gift tax on the remainder of the lead trust that will pass to heirs — so heirs will get more assets at the end of the trust term. Includes overview of how non-grantor lead trusts work, to get readers up-to-speed on gift options.
A persuasive communication designed to motivate prospects to act now.
How the letter is organized:
- Introduction (Lead Trusts Work Great Right Now!)
- Why low interest rates make this a good time to set up a lead trust.
- Additional details about lead trusts.