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:
Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.
Want access to more content? Become a member of View Communities.
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)