The Atin Model™

The Atin Model™

The Atin Model™ is premised on the concept that clients need to consider only 2 ways of making gifts in wills:

  • Absolute Gifts (no strings attached) and
  • Trusts (the client wants to exert some control over the distribution of the gift).

Clients can easily understand the difference and use those two options to start an informed decision making process.
The Atin Model™ applies a systematic structure for planning wills that reflects 3 main scenarios:

  • If the spouse survives;
  • If the spouse predeceases, but there are descendants;
  • If there are no descendants;

By breaking down the plan into those three scenarios, clients can more easily decide how to distribute their estate.

In each scenario, there are 3 slots that assets can fit in:

  • Joint and designated assets
  • Specific Gifts
  • Residue Gifts
Dragging and dropping the assets into the slots help to show the client what each person is receiving as well as the probate tax and income tax implications of the gifts

Once the client has decided whether a gift is absolute or in a trust, Hull’s E-state Planner cues the advisor with a checklist of issues to be discussed with the client. This helps ensure that the advisor has canvassed all major issues regarding the gift.

A complete text summary and graphic representation can be produced to display the will plan as well as highlight the outstanding decisions that still are to be made.

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