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An overview of your clients estate planning presentation

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • listening to your client
  • understanding the present family structure and concerns and the present assets/businesses and business structures
  • understanding the clients intentions for the future
  • recognising that things change over time what might be right now may not be right later and allowing for flexibility
  • balancing cost and the ideal plan
  • communicating clearly with you client so that there are no misunderstandings
  • setting out things in a memorandum of wishes or letter of instruction.

Author profile:

Author Photo - Peter BOBBIN
Peter BOBBIN

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This was presented at Building blocks for estate planning .

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

Individual sessions

The role of advisers and estate planning

Author(s):  Michael Perkins

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