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An overview of your clients estate planning presentation

Member Price: Free
Non Member Price: $15.00

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.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • listening to your client
  • understanding the present family structure and concerns and the present assets/businesses and business structures
  • understanding the clients intentions for the future
  • recognising that things change over time what might be right now may not be right later and allowing for flexibility
  • balancing cost and the ideal plan
  • communicating clearly with you client so that there are no misunderstandings
  • setting out things in a memorandum of wishes or letter of instruction.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other. - Current at 09 July 2025
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at Building blocks for estate planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

An overview of your client’s estate planning

Author(s):  Peter BOBBIN

Materials from this session:

The role of advisers and estate planning

Author(s):  Michael Perkins

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Passing your nest egg on death or earlier

Author(s):  Jennifer YEO

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Where does a power of attorney fit in with your client’s estate planning?

Author(s):  Nick GANGEMI

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Where does a guardianship agreement fit in with your client’s estate planning

Author(s):  Claire Williamson

Materials from this session:

Further details about this event:

 

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