This presentation covers:
- understand the family and business
- genograms v structuregrams
- client objectives
- considerations for advisers
- different perspectives.
maintenance
Estate planning
Succession
2015
Setting the scene - Laying the foundations
Source: QLD
Published Date: 16 Sep 2015
Details
- Published By: Murray Howlett, John Ioannou
- Published On:16 Sep 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.
Tags
Estate planning
Succession
2015
Share this page