This event was aimed at accountants, financial planners and lawyers serious about developing a long term relationship with their clients.
Your clients are starting to demand quality estate and business succession planning advice. If you don't help your clients, one of your competitors will. This seminar provided advisers with an excellent opportunity to further refine their skills and learn about cutting edge strategies and developments in this area. The significant taxation and asset protection consequences mean that maintaining knowledge in this area is crucial. An expert panel coverered the planning opportunities for both individuals and businesses. Important issues such as the use of testamentary trusts, structuring superannuation death benefits, dealing with family trusts and buy/sell agreements was examined.