Post death estate planning strategies are a key area for any adviser in the estate planning space.
The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken.
This webinar will explore numerous key issues advisers should be aware of, including:
- strategies that may be implemented by executors or beneficiaries of an estate;
- superannuation proceeds trusts;
- post death trust, including estate proceeds trusts;
- recent case studies;
- Tax Office views.
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
- PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored
- ARTICLE: #22 – Post-Death Estate Planning Strategies
Listen to View’s previous episodes here.