Quarterly Business Lunch – Tuesday 21 May 2024
Details about our next event will be released shortly.
In the mean time, please click here to check out our past events.
Estate Planning – Creating Certainty
Our next Quarterly Business Lunch will be held on Tuesday 21st May 2024 at noon at Leonda by the Yarra.
Our special guest presenter is Jennifer Dixon, Practice Leader at Moores Legal who will give a general overview of Estate Planning and work through a couple of practical case studies which will be extremely relevant to our clients.
This will be a very detailed presentation with Jennifer discussing the following:
- Benefits of a good estate plan
- Preparing a Will
- Common mistakes with Wills & estate planning
- Estate Challenges
- Powers of Attorney
- Testamentary Trusts
- Role & Responsibilities of Executor
- SMSF Estate Planning
- The best superannuation/SMSF beneficiary options
- Elder abuse rules
If you are interested to attend, please call 9809 1221.