01 October 2020 - The Moat - a Revolution in Advising on Succession, Asset Protection and Estate Planning

In this one hour session Grant Abbott from LightYear Docs and Abbott & Mourly lawyers will look at The Moat - the ultimate succession, asset protection and estate planning tool. It is impossible to describe but simple to get around and generates more than 35 important and crucial asset protection and estate planning documents, including SMSF and trust upgrades to ensure that your client's wealth is protected from litigation, family law and family provisions claims. More importantly for your clients it provides family lineage protection. This session is a warm up to the half day comprehensive case study session on 14 October. But start here to maximise your learning, opportunity and revenue.

The Moat - A Revolution in Advising