Estate Planning: A Framework for Advisers: CPD
An effective service framework for Estate Planning
One Year Subscription Only Terms
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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.