28 January 2021 - The Moat and Castle for Family Protection advising

At Abbott & Mourly lawyers we are called upon to fix families futures by building in lines of succession, secure all asset planning across SMSFs, trusts and companies plus create unique testamentary trusts, enduring powers of attorney, SMSF Wills and Wills. The first one is tough, the second a bit easier and now by the thirtieth takes literally less than an hour for a super strong draft family wealth protection plan.

Importantly this is something you can do for your clients and at least 30% of your current client base needs this work done now. It’s just that no-one offers it because “you don’t know what you don’t know.”

In this session Grant Abbott and Tony Anamourlis from Abbott & Mourly lawyers will take you through a real life case study and what to do, how to do it and who to do it for. We will also show you how we can mentor you for the first one or two family wealth protection plans (which do not require a license) until you get the hang of this comprehensive strategic planning process.

Note: This is a professional advice changing event. Once you see what can be done, the genie will be out of the bottle so make sure you register and if you can’t attend on the day, it will entitle you to the training recording and materials.