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Estate and Succession Planning Fundamentals

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Estate and Succession Planning Fundamentals

Date & TimeTBC
Format Workshop
Price

Member

$360.00

Non-Member

$480.00

CPD Units 4
  • Professional Skills
Venue View Map

When preparing a will and other succession documentation, it is essential that you have the skills to obtain full instructions from your client while at the same time understanding the legislative requirements needed to ensure the documents are in a proper form and are duly executed. In this interactive workshop, you will learn the key steps to take when preparing a will or a Power of Attorney, along with receiving feedback from a senior practitioner that will help you achieve the best outcomes for your clients. All attendees will also take away a detailed paper on Estate and Succession Planning.

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Further Details

  • Learning Outcomes

    At the end of this session, you will know how to:

    • obtain full instructions from your clients including understanding the client’s ownership structure, circumstances and intended beneficiaries
    • protect and enhance the wealth on transition with the use of testamentary trusts
    • prepare a will and other succession documentation
    • prepare Powers of Attorney
    • ensure due execution of documentation.
  • Presenter

    Nathan Yii, Principal Lawyer, Nathan Yii Lawyers – Structuring and Estate Planning Law

    Nathan provides legal advice and services to accountants, financial advisors, legal practitioners and their respective clients in a range of areas, including complex estate and succession planning involving trusts, SMSFs and private companies. Nathan has a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws from the University of Melbourne. He is also accredited as an SMSF Specialist Advisor with the SMSF Association.

  • Venue

    LIV Lecture Theatre, 470 Bourke St, Melbourne