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Lexis Nexis Estate Planning: A Framework for Advisers: CPD
An effective service framework for Estate Planning
Release Date:
October 01, 2016
ISBN/ISSN:
9780409345698
/
One Year Subscription Only Terms
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked 'CANCEL'.
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
Product description
This presentation provides a short introduction to Estate Planning, its service framework, key inputs, initial risks to be considered and common client outcomes. The session focuses on issues presented at initial client engagement and the situation review that needs to be completed in the first phase of work with a client and the range of professionals needed to deal with common review outcomes.
At the end of the presentation you will understand how to identify:
- Key estate planning and estate administration issues that apply in Australia today
- The role, purpose and core functions of professionals engaged in the administration of a client's estate
- A range of impediments and challenges to estate planning
- Strategies to consider for the effective preservation and transfer of a client's wealth
The presentation consists of the talk; downloadable questions and answers and transcript; links to further reading. Time to complete: 1 hour. The presentation may be started and stopped to suit your convenience. It will pick up where you left off.
This may be recognised as contributing to CPD requirements in accordance with relevant jurisdiction requirements . Enjoy the convenience of just-in-time online learning.
