Family trusts and companies are very common, so to merely deal with Wills in the estate planning process is to overlook a potentially significant part of family wealth.
There are many traps when estate planning for families with these types of entities, and many opportunities as well.
Post-death estate challenges are now evolving to include these entities, so it is vital to get their succession implemented correctly.
In this session we will cover the fundamentals with family trusts and companies as part of estate planning, and particularly:
We look forward to seeing you.
Parramatta – 4 September 8.00 am – 10.00 am – Rydges Parramatta – 116 James Ruse Drive, Rosehill New South Wales 2142
Sydney CBD – 4 September – 12 noon to 2.00 pm – The Grace Sydney – 77 York Street, Sydney New South Wales 2000
Cooper Grace Ward acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.
Fast, accurate and flexible entities including companies, self-managed superannuation funds and trusts.