View Legal webinar – Post Death Trusts = Asset Protection + Tax Planning (15 September 2022)

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:

1. strategies that may be implemented by executors or beneficiaries of an estate
2. superannuation proceeds trusts
3. post death trust, including estate proceeds trusts
4. recent case studies
5. Tax Office views

Please click here to send an email question to us, or simply ask us on the day.

Session details

Date

15 September 2022

Time

12.00pm – 1.30pm AEST (QLD, ACT, NSW, TAS, VIC)
11.30am – 1.00pm ACST (SA, NT)
10.00am – 11.30am AWST (WA)

If you can’t make it, purchase at least the ‘Our most popular’ package to secure a recording.

Webinar packages

NOTE: Pricing for registration packages applies on an office by office basis – i.e. up to 10 registrants at a single office location, with only one charge applicable. If you would like to register more than 10 team members please reply to this email for pricing.

Package features	The Works	Business Class	Our most popular	Just the basics
Registration for the webinar	●	●	●	●
Copy of the slides from the presentation	●	●	●	●
Latest ebook ‘Inside Stories’, featuring over 40 topical insights into strategic tax planning, asset protection, estate planning and succession arrangements from the previous 12 months	●	●	●	●
Secure weblink of the audio and visual recording of the webinar	●	●	●
A copy of a detailed paper addressing all substantive issues discussed during the webinar (over 5,000 words of technical content)	●	●	●
Answers to 3 additional questions triggered by content delivered in webinar raised within 5 days of the webinar	●	●	●
Priority given to answering all questions posed (‘The Works’ followed by ‘Business class’ registrants) during the webinar	●	●
Access to any 2 previous View webinar recordings	●	●
Edited transcript of the webinar	●	●
Paperback copies of any four books	●
An additional 90-minute interactive online presentation further exploring via case study example the topics addressed in the webinar, exclusively for your firm, at any time in next 6 months	●
‘Just the basics’ package registration to all webinars presented by View Legal for next 9 months	●
Price (GST inclusive)	$2,995	$1,320	$495	$275

A link with details for accessing the webinar will be sent to the email address used on checkout.

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