Advanced Estate Planning Course with certificate (Self-paced)
Suitable for Accountants and Planners
Time & Location
About this event
The estate planning equation is moving fast with family provisions challenges and the average Will and estate plan does not cut it anymore. There is an incredible need for a professional who can manage a family’s succession plan, set in place dynamic estate planning using Living Trusts, SMSFs and to a far lesser extent Wills and testamentary trusts (tinderboxes for family provisions claims). For accountants, lawyers, financial planners and SAPEPAA advisers looking to take their estate planning knowledge to truly specialist levels, the Advanced Estate Planning course is the key to knowledge, strategy, satisfied clients and much more.
How is this Course different? The Advanced Estate Planning Course is case study based with three case studies and one case session - each covering half a day.
$5 of all ticket sales donated to The Black Dog Institute. To find out more, click here.
12 hours - SAPEPAA, TPB and CAANZ plus 3 Hour client care, 1 hour profossionalism and ethics and 8 hours technical
- Ticket type
GST includedTax: GST included