18 November 2022 - Estate Planning 101 Training Session

In this two hour in-depth Estate Planning 101 workshop with Tony Anamourlis and Grant Abbott from Abbott & Mourly lawyers. In this session you will learn how to build a simple couple's Will as well as how and when to use specific gifts compared to general beneficiaries. We will also look at when to use a testamentary trust with a Will, what a special disability trust is and how it can be built for clients, super proceeds trust v SMSF death benefits trust, capital protection trust plus basic SMSF Wills v reversionary pensions plus lots of great infographics.

EPOA Will and SMSF Will Data Capture December 2020

Wills and Processes Flow Chart

Estate Planning