Building blocks for estate planning

Published on 05 Mar 2014 | Took place at National Australia Bank, Sydney, NSW

This event was not designed for someone who practices in this area on a full time basis and who should consider attending the full day Estate and Business Succession Planning event later in the year.

This event covered:

• an overview of your client’s estate planning
• putting the pieces together: The role of advisers and estate planning project management
• looking after your nest egg – Deciding on the appropriate owner of assets & use of structures part 1
• looking after your nest egg – Deciding on the appropriate owner of assets & use of structures part 2
• snakes and ladders – Protecting your nest egg while you are alive and after you are dead
• passing your nest egg on death or earlier
• where does a power of attorney fit in with your client’s estate planning?
• where does a guardianship agreement fit in with your clients estate planning?