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How to deliver an effective estate planning service

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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Published on 13 May 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Estate and business succession planning is more than simply having a will. To provide a quality service a team of specialists needs to work together using a process that clearly defines who does what. This paper covers the following:

  • what are the steps in delivering an estate planning service?
  • how to position the service with clients
  • who should make up the estate planning team?
  • how to effectively manage the process and become the estate project manager
  • what should be the outcome for clients and the advisory team?

Author profile

Brant DILLON
Brant has over 15 years experience in the financial services and fund management industries. He has previously held positions as Marketing Manger for AMP and State Business Development Manager for AMP Adviser Services. More recently he established McCullough Robertson Estate Planning Services, a division of McCullough Robertson Lawyers, which he continues to manage on a consultancy basis. He is a regular presenter for the Financial Planning Association, the Securities Institute of Australia and leading financial institutions.
Current at 6 March 2005

 

This was presented at Estate Asset & Business Succession Planning .

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Individual sessions

Superannuation in estate planning

Author(s):  Chris WYETH

Materials from this session:

Asset Protection & Implications for Estate Planning

Author(s):  Greg CAHILL

Materials from this session:

How to deliver an effective estate planning service

Author(s):  Brant DILLON

Materials from this session:

Business succession planning

Author(s):  Matthew BURGESS

Materials from this session:

The estate planning process

Author(s):  John DE GROOT

Materials from this session:

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