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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

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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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