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 FTI

Details

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

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Estate planning Succession 2015

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