Hottest Issues You Need to Know about Estate Planning
Issues covered include: execution of client's will, preparation, testamentary trust, family business
Description
Attend and earn 1 CPD Hour
1.00pm to 1.50pm: PANEL DISCUSSION: Hottest Issues You Need to Know about Estate Planning
- Should you be the executor of your client’s will and how do you ensure that you get paid?
- What is your role as an accountant during preparation of a Will?
- When is it appropriate to suggest your client sets up a testamentary trust?
- Key challenges and considerations when a family business gets involved
- Your opportunity to ask questions
Facilitator:
Chris Balalovski, Partner, Business Services, BDO
Panellists:
Christine Page, Director, David Landa Stewart Lawyers; Accredited Specialist in Wills & Estates
Ken Schurgott, Solicitor Director, Schurgott & Co Lawyers
Kirsten Taylor-Martin, Partner, Private Advisory, Grant Thornton