Episode Details

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:

1.  key estate planning related court decisions
2.  taxation and stamp duty changes impacting on estate planning
3.  the impact of key legislation changes
4.  latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
5. insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements

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Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

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