This VideoPost is a recording of our ‘Succession Strategies and Estate Planning’ seminar, which we presented to clients on Kangaroo Island in July 2022. This seminar will be most helpful for business and farming families, but it will also be useful for anyone wanting to know more about how they can implement a comprehensive succession strategy.
We are available to present this Seminar to your staff, clients or professional group.
For more information or assistance with implementing Succession Strategies and Estate Planning, contact us on 1300 654 590 or by email.
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As a professional adviser, you may have been instructed to manage personal wealth matters for clients in a way that benefits not only your client but also their families. Your client, like Mary, may have routinely provided regular financial support to their family – adult children, grandchildren, spouses, or even elderly parents. This support can be informal but deeply entrenched, often continuing for years.
But what happens when your client loses capacity, and their Enduring Power of Attorney (EPOA) takes effect?
If you’ve made a Will or you’re responsible for administering someone else’s estate, you might be concerned about the possibility of a challenge. Will a disgruntled family member make a claim? Could it result in lengthy court proceedings or large legal bills?
