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  Estate planning Succession Superannuation

Should you offer estate planning to your clients?

Source: New South Wales

Published Date: 16 May 2013

 

Your website probably says that you provide estate planning and business succession advice. But what advice are you really providing, and are you doing this in the most cost-effective way? Are there additional services that could amount to a new revenue source for your practice? With an ageing client base, now is the time to get your succession services into order.

This practical presentation covers:

  • what to tell clients about your estate and succession planning services
  • when is advice “legal advice”?
  • what is an estate plan?
  • what is the best way to engage a lawyer?
  • how to protect your role as the client’s trusted adviser.

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Author(s)

Individual Session

Should you offer estate planning to your client?

Author(s): Bernie O'Sullivan CTA
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Estate planning Succession Superannuation Trusts 2013

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