Australia: [Invitation]: An overview of your client's estate planning
Last Updated: 16 April 2014

Wednesday, May 14, 2014 from 7:30 AM - 9:00 AM

It's worth getting up a little earlier to attend this breakfast session with Peter Bobbin, the head of the Argyle Private team. Argyle Private by Rockwell Olivier is our specialised private client services offering, providing legal and advisory services in the areas of employment, estate planning, family law, property solutions, superannuation, taxation and trusts. Peter has been at the forefront of financial services, taxation and superannuation for nearly 30 years. He has a wealth of knowledge and experience to share in the area of asset protection.

Who should attend?

Advisors providing estate planning services.

Why should you attend?

Estate planning is a complicated and often a recurring task. Your clients' family situations may change, or they may acquire or dispose of assets, update their Wills, or wish to divide their estate in unusual ways. You need to be able to respond to these needs and provide your clients with the best possible solution that is tax effective, affordable and flexible according to their circumstances. This breakfast briefing will provide you with the tools to lead your clients through the potential minefield of estate planning.

You will leave with...

You'll gain a clear understanding of who you should be advising, what type of advice to give them and how to provide that advice. You'll also find out how to deal with complex family arrangements, changes in your clients' circumstances or the law, and how to communicate with your clients in terms they can understand.

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