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, mean 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


Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

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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 clients in holistic Estate Planning

Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)

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