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The role of advisers and 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:

  • why is the client talking?
  • project management
  • adopt a process
  • doing estate planning
  • family wealth foundations.

Author profile

Michael Perkins
Michael is a Partner at the boutique private client firm of Perkins Fahey located in Sydney, where he assists his clients create and manage multi-generation wealth management and succession strategies. Michael also works for entrepreneur-driven and family businesses committed to managing family wealth across generations. He remains a Lecturer in Estate Planning at the University of Technology, Sydney and Charles Sturt University and a lecturer for Estplan Pty Limited. Michael is a contributing author of Estate Planning: A Practical Guide for Estate and Financial Services Professionals (LexisNexis 4th edition March 2015) and a contributing author to the text Financial Planning in Australia 6th Edition (6th Edition LexisNexis November 2014). - Current at 24 September 2015
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This was presented at Building blocks for estate planning .

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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

Materials from this session:

Passing your nest egg on death or earlier

Author(s):  Jennifer YEO

Materials from this session:

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

Author(s):  Nick GANGEMI

Materials from this session:

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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