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  Estate planning Succession

An overview of your clients estate planning

Source: New South Wales

Published Date: 5 Mar 2014

 

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.

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Author(s)

Individual Session

An overview of your client's estate planning

Author(s): Peter Bobbin
Materials from this session:

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Details

  • Published By: Peter Bobbin
  • Published On:5 Mar 2014
  • Took place at:National Australia Bank, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

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

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Estate planning Succession 2014

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