Why Your Client's Family Needs a Frozen Embryo Trust: Capture more assets to manage and keep clients longer

This is an important part of wealth planning your clients may not know. They’ll appreciate your sharing it.

The actress Sophia Vergera decided with her then fiancé to create and freeze embryos so they could later have children together. This would allow them to pursue their professional careers while preserving their ability to have a family when ready. Typically more and more career-minded couples are waiting to have children later in life.

A “frozen embryo trust” makes sure a family’s genetic property is kept safe and protected until the right time. Thus, just as most estate planners now ask couples whether they’ve signed any prenuptial agreements, they now increasingly ask whether they have frozen reproductive material and what they plan to do with it after they die.

An essential new report, “Why the Family Needs a Frozen Embryo Trust,” covers in detail the reasons why and procedures for a frozen embryo trust. It is yours without cost.

Click here to read it now.

You’ll learn the key questions to ask clients, such as...

  • Is there stored genetic material – and if so, what is it and where is it held?
  • What agreements are already in place about disposition of this material?
  • Is there an independent contract between the two donors? What does it say?
  • Have the parties’ intentions changed since they signed the document?
  • Are there trusts set up for the client’s children or grandchildren? Do they explicitly include or exclude future children born from embryos or other stored material?

Asking such questions will assure clients you are fully knowledgeable about this new trend in family planning. You will thus offer both clarity and peace of mind to your clients and their families.

Download Now >


More Articles