Asset Protection & Estate Planning – Part 1 of 2
In the professional services environment, many clients (both high wealth and otherwise) are now more interested having a comprehensive estate planning service.
Stream this recording multiple times at your convenience.
- $220.00 incl. GST
- PD hours: 1.5
This webinar is Part 1 in a two part series, to view the details of Part 2 please click here.
Both these webinars cover this topic from a practical perspective, it is important to realise that undertaking such an exercise in an effective way requires a network of professionals to provide:
• specialist tax advice;
• specialist legal advice;
• accounting & commercial advice;
• financial planning
Also to cover all estate planning issues in an effective way, good communication between, taxation, legal, accounting and financial planning professionals is required. Given that there are a significant number of issues to be covered in this area, a two part webinar series will be run, with Part 1 covering:
• the claw back provisions of the Bankruptcy Act 1966;
• an overview of the relevant family law issues;
• the appointor provisions in trusts;
• gifting techniques & security issues;
• debit & credit loan accounts;
• retention of title
The webinar also provides ‘high-level’ coverage on how to deal with wills, expressions of wishes, the enduring power of attorney and the medical power of attorney.
Accounting, taxation and legal professionals, as well as those working in the financial planning sectors (at all levels) that require a practical understanding of asset protection and estate planning.
Crowe Horwath is the largest provider of practical accounting, audit, tax, business and financial advice to individuals and businesses from a network of over 80 offices throughout the country.
The firm’s team of 300 Principals (approx.) and professionals deliver a full range of accounting including, audit and taxation, business advisory, corporate finance and wealth management services from offices in the cities of Sydney, Melbourne, Brisbane, Canberra, Perth, Auckland, Wellington and major regional centers in Australia and New Zealand.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
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