You’re invited to the 1 CPD Point Webinar

Estate Planning:  Protection from Creditors + Predators

Stakes are high in Estate Planning. To keep wealth in the family you need to do it right.

Upgrade your clients from so-called “simple” wills to smarter wills that protect beneficiaries from creditors + predators. It’s not only about tax – the primary value of testamentary discretionary trusts is actually asset protection.

Join Mike Fitzpatrick – former Head of Estate Planning at PwC and renowned authority on Estate Planning – for expert insights into the value of smarter wills.

GUEST PRESENTER

Mike Fitzpatrick: Ex-PwC Head of Estate Planning
Mike Fitzpatrick – former Head of Estate Planning, PwC

Mike is widely regarded as the foremost authority on estate planning in Australia. With more than 40 years’ experience, he is a sought-after spokesman and knowledgeable presenter on the finer points of
estate planning.

Estate Planning: Protection from Creditors + Predators

WEBINAR OVERVIEW

Upgrade your clients from so-called “simple” wills to smarter wills that protect beneficiaries from creditors + predators.

To keep wealth in the family, you need to do it properly. It’s not only about tax – the primary value of testamentary discretionary trusts is actually asset protection.

Join Mike Fitzpatrick – former Head of Estate Planning at PwC and renowned authority on Estate Planning – for expert insights into the value of smarter wills.

GUEST PRESENTER

Mike Fitzpatrick: Ex-PwC Head of Estate Planning

MIKE FITZPATRICK

Former Head of Estate Planning, PwC

Mike is widely regarded as the foremost authority on estate planning in Australia. With more than 40 years’ experience, he is a sought-after spokesman and knowledgeable presenter on the finer points of
estate planning.

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Estate Planning: Protection from Creditors + Predators

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