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The role of advisers and estate planning presentation

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

This presentation covers:

  • why is the client talking?
  • project management
  • adopt a process
  • doing estate planning
  • family wealth foundations.

Author profile:

Michael Perkins
Michael is a Partner at the boutique private client firm of Perkins Fahey located in Sydney, where he assists his clients create and manage multi-generation wealth management and succession strategies. Michael also works for entrepreneur-driven and family businesses committed to managing family wealth across generations. He remains a Lecturer in Estate Planning at the University of Technology, Sydney and Charles Sturt University and a lecturer for Estplan Pty Limited. Michael is a contributing author of Estate Planning: A Practical Guide for Estate and Financial Services Professionals (LexisNexis 4th edition March 2015) and a contributing author to the text Financial Planning in Australia 6th Edition (6th Edition LexisNexis November 2014). Current at 24 September 2015 Click here to expand/collapse more articles by Michael Perkins.
 

This was presented at Building blocks for estate planning.

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The role of advisers and estate planning

Author(s):  Michael Perkins

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