
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys

The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Head of Legal Education & STEPS™ Product Owner
Lawyers With Purpose
Why?
Because the traditional narrative says they are rigid, restrictive, and impossible to adapt once they are created.
But what if that assumption is outdated?
What if modern drafting strategies could give your clients the asset protection and tax advantages of an irrevocable trust, while still maintaining remarkable flexibility over time?
In this training, Britt Shearin, Esq., Head of Legal Education and STEPS Product Owner at Lawyers With Purpose, will show you why irrevocable trusts no longer have to be the rigid planning tools many attorneys believe them to be.
Using the Pure Grantor Trust framework and the innovative design behind the iPug® Protection Trust, you will discover how modern trust drafting can turn irrevocable trusts into powerful, flexible planning platforms that evolve with your clients’ lives.
If you have ever hesitated to recommend irrevocable trusts because you feared they were too restrictive for your clients, this webinar will change the way you think about them.
For decades, attorneys have been taught that irrevocable trusts require clients to give up too much control.
That belief has shaped how many firms approach estate planning today.
But modern trust design has evolved.
With the right structure, irrevocable trusts can include strategic features such as:
These features allow irrevocable trusts to adapt over time, while still delivering the protection and tax planning advantages your clients need.
In this webinar, you’ll see how these strategies work together to create a flexible planning platform, not a rigid legal structure.
During the webinar, Britt will walk through a powerful planning example.
You’ll see two identical clients move through life stages:
One client uses a traditional Revocable Living Trust.
The other uses an iPug® Protection Trust.
You’ll see exactly how each plan performs as life circumstances change, and why a modern irrevocable trust strategy can often provide greater long-term planning advantages
Britt Shearin leads legal education and product development for the STEPS planning system at Lawyers With Purpose. She works closely with estate planning attorneys across the country to help them implement advanced planning strategies that expand client services, improve planning outcomes, and build more profitable law practices.
Her work focuses on translating sophisticated legal strategies into practical systems attorneys can implement inside their firms.
This session is designed specifically for:
Clients today are increasingly concerned about:
Traditional planning tools don’t always provide the protection clients need, and many attorneys still avoid irrevocable trusts because of outdated assumptions.
This webinar will help you rethink those assumptions and explore modern strategies that expand your planning opportunities.
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Lawyers With Purpose provides estate planning attorneys with the systems, strategies, and technology needed to build thriving practices while delivering exceptional results for their clients.
Through education, software, and community, LWP helps attorneys expand their impact while creating practices built on purpose.