Australia: [Invitation] Building blocks of estate planning: professional advisers' duties
Last Updated: 3 October 2014

Wednesday, October 15, 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.

All professional advisers owe particular duties of care to their clients--do you know yours?

Who should attend?

  • Advisers providing estate planning services
  • Accountants and other financial advisers
  • Anyone providing professional advice to businesses or individuals

Why should you attend?

Attendees will learn about:

  • The role of accountants, lawyers and financial advisers in estate planning
  • Ensuring the estate plan is workable, both commercially and legally and practically
  • Should I act as an executor/trustee for my client?
  • Avoiding conflicts of interest

You will leave with...

This seminar will provide you with the tools to approach your clients with clear knowledge of the duties, obligations and responsibilities you owe to them.

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