This event was not designed for someone who practices in this area on a full time basis and who should consider attending the full day Estate and Business Succession Planning event later in the year.
This event covered:
- an overview of your client's estate planning
- putting the pieces together: The role of advisers and estate planning project management
- looking after your nest egg - Deciding on the appropriate owner of assets & use of structures part 1
- looking after your nest egg - Deciding on the appropriate owner of assets & use of structures part 2
- snakes and ladders - Protecting your nest egg while you are alive and after you are dead
- passing your nest egg on death or earlier
- where does a power of attorney fit in with your client's estate planning?
- where does a guardianship agreement fit in with your clients estate planning?