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Should you offer estate planning to your clients? paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 14 Nov 13 by VICTORIAN DIVISION, THE TAX INSTITUTE

Your website probably says that you provide estate planning and business succession advice. But what advice are you really providing, and are you doing this in the most cost-effective way? With an ageing client base, now is the time to get your succession services into order but you need to be aware of both the risks and opportunities.

This practical paper discusses:

  • what to tell clients about your estate and succession planning services
  • when is advice‚ legal advice?
  • what is an estate plan?
  • what is the best way to engage a lawyer
  • how to protect your role as the client’s trusted adviser.

Author profile

Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at Estate and Succession Planning Masterclass .

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Should you offer estate planning to your clients?

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