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Recorded Webinars
Recorded Webinar: Auditing Family Entities for Estate Planning
A prudent estate planner should never embark upon estate planning for a family without auditing all relevant entities. A thorough audit can uncover a raft of potential issues. This session examines the key areas to focus on when conducting an audit, including:
PRESENTED BY
David Foulds
Director Estate Planning, Pitcher
Date/Time
About the Webinar
A prudent estate planner should never embark upon estate planning for a family without auditing all relevant entities. A thorough audit can uncover a raft of potential issues. This session examines the key areas to focus on when conducting an audit, including:
- Auditing areas and hotspots:
- trust deeds – variation powers; beneficiaries; income clauses
- ownership of corporate beneficiaries and the effect on asset protection
- who are the appointors?
- dealing with incapacity
- distributions of capital – appropriate consents required?
- have deeds of variation been done with the appropriate power?
Presented By
David Foulds
Director Estate Planning, PitcherWho Should Attend?
This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]