14 October 2020 - Estate Planning Case Study and Advising Guide - Session 2 of Succession, Asset Protection Workshop

In this session Grant Abbott from Abbott & Mourly looks at a simple case study leading to spousal Wills and enduring powers of attorney. Tin Munro from Change GPS takes participants through his letter to go to clients detailing all the succession, asset protection and estate planning services that can be offered to a client and what to charge.

ATO DT Resettlement

Final Slides