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Building blocks for estate planning

Published on 05 Mar 2014 | Took place at National Australia Bank, Sydney , NSW

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?

Get a 20% discount when you buy all the items from this event.

Individual sessions

An overview of your client’s estate planning

Author(s):  Peter BOBBIN

This paper covers:

  • get the facts right
  • before talking about the will
  • an estate planning duty to avoid tax?
Materials from this session:

The role of advisers and estate planning

Author(s):  Michael Perkins

This presentation covers:

  • why is the client talking?
  • project management
  • adopt a process
  • doing estate planning
  • family wealth foundations.
Materials from this session:

Passing your nest egg on death or earlier

Author(s):  Jennifer YEO

This paper covers:

  • changing control/ownership during lifetime – companies
  • trusts – changing control
  • passing your nest egg on death
  • Bankruptcy Act considerations.
Materials from this session:

Where does a power of attorney fit in with your client’s estate planning?

Author(s):  Nick GANGEMI

This paper covers:

  • what is a POA and what can it cover?
  • basic requirements
  • the Identity of the attorney
  • controlling the attorney.
Materials from this session:

Where does a guardianship agreement fit in with your client’s estate planning

Author(s):  Claire Williamson

This paper covers:

  • role of the enduring guardian
  • appointment of an enduring guardian.
Materials from this session: