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Mon, 30 Jan


Zoom Webinar

Estate Planning for Accountants

Trainer: Grant Abbott Suitable for intro-intermediate level Accountants

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Estate Planning for Accountants
Estate Planning for Accountants

Time & Location

30 Jan 2023, 9:00 am – 12:30 pm

Zoom Webinar

About this event

In this session, Grant Abbott, will go through key estate planning principles - what is a legal service - key estate terms, how to build a simple Will, why add testamentary trusts to the equation and why a Family Protection Trust is a great option.

5% of all ticket sales donated to The Black Dog Institute. To find out more, click here.


Low to Medium


3.5 hours - SAPEPAA, TPB and CAANZ plus 1-hour Professionalism, 1 Hour of client care and 1.5hours technical


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