27 May 2020 - Webinar 13: Succession, Asset Protection and Estate Planning Strategy Launch

We are seeing a number of accountants and financial planners advising on SAPEP. Now this is not just Wills that a suburban lawyer might do but a holistic, 360 degree look at all of a client's structures and financial affairs with the mission of providing tax effective succession and protecting them from litigation, estate family provisions claims and creditors if completed correctly.

With that in mind we have built LYProtect which pulls together all of our SAPEP documents and strategies, provides comprehensive training and also a path to accreditation as a SAPEP adviser. Think of that accreditation sitting on your wall! For financial planners this is a great new line of fee paying work that does not require an SOA as all the documents sit outside the licensing rules and from the legal side have been signed off by Abbott & Mourly Lawyers. For accountants, SAPEP has proved popular and will be the 'go to' advising area once Covid19 relief advice drops off.

In this video we will look at the LightYear Docs solution, how sign off works and protects your PI, how to complete basic to super sophisticated Wills, testamentary trusts, SMSF Wills and the Australian launch of the SMSF Family Protection Trust - a testamentary trust that flows from a SMSF - not the estate of the deceased.

Grant will also look at seven crucial succession, asset protection and estate planning strategies plus insight, hacks and how to's when dealing with clients that fit within the parameters of the strategy. Also client communications and a retail price list for accountants and financial planners to provide charging guidance.