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Estate Planning Toolkit - NSW & QLD

Brisbane - Christie Corporate, Adelaide St
Session 1 - 22 October
Session 2 - 22 October
Session 3 – 12 November

Sydney – The Portside Centre, Kent St
Session 1 – 17 September
Session 2 – 17 September
Session 3 – 8 October

These sessions are designed to equip professionals with the latest developments in Estate Planning through intensive skills and practical training sessions.

Presented by expert facilitator Allan Swan from MOORES LEGAL, use the live precedent template (laptop provided) in Session 3 to get the most out of your workshop.

Key Sessions:

  • Exclusive access to the latest precedent template designed by MOORES LEGAL document templates
  • Incorporate the new superannuation legislation changes
  • Put into practice the latest changes to legislation in succession law
  • Untangle superannuation fund benefits to ensure the right asset ends up with the right people
  • Unlock preparation techniques for a successful plan
  • Workshop key issues with your peers
  • Discover the latest tools and techniques

Estate Planning Toolkit

 

Purposefully designed education for:

  • Estate Planners
  • Wills & Probate Lawyers
  • Financial Planners
  • Accountants
  • Fund Managers
  • Professional looking to establish estate planning business


 

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