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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 CTA
Peter Bobbin CTA
Peter is in his 30th year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 25 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. Current at 19 September 2016 Click here to expand/collapse more articles by Peter BOBBIN.
 

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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