Estate planning Succession 2015

How to build an estate planning business

Source: QLD

Published Date: 21 May 2015

 

This presentation covers:

  • what to tell your client about your estate and succession planning services?
  • what is an estate plan?
  • when is advice legal advice?
  • how do you engage your client on the need for estate planning?
  • engaging an estate planning lawyer
  • what software is available for estate planning services?
  • how to protect your role as the client's trusted adviser
  • roles the accountant and the lawyer will play in the succession planning team.

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Individual Session

Staying relevant and making money how accountants can build an estate planning practice

Author(s): Ian Tindale

Details

  • Published By: Ian Tindale
  • Published On:21 May 2015
  • Took place at:Tattersall's Club, Brisbane

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 2015

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