14 October 2020 - A Big Estate Plan in Action - the Moat - Succession, Asset Protection and Estate Planning Part 3

In this session Michael Jeffriess from LightYear Docs looks at the current business climate with Covid and how to put in a place to manage and mitigate creditors. In addition Grant Abbott from Abbott & Mourly looks into a multi-generational case study and how to build a Moat around a family's affairs to protect them from family provisions claims, family laws, solvency issues and much more.

Protector Letter with Data Capture New

The Protector Sample