Package includes:

Online CPD Module  l  Electronic Booklet  l  PowerPoint Presentation

Package Fee (incl GST)

• $145 - NZLS members and Associate members
• $195 - Non-members

Note: Access to the online files is via your "My CPD" page. If you would like to purchase multiple packages, please contact us here.

Online CPD Module

Trusts are often the centrepiece of a New Zealand family’s asset plan, however, quite often they provide only limited benefits and sometimes they cause more problems than they purport to solve. This seminar will take a practical approach in helping you advise your clients on the various benefits of and applications for trusts, some of the disadvantages, the associated governance and compliance obligations, and some alternative asset planning devices.

This seminar will include discussion about:

• The reasons for asset planning
• The traditional approach to asset planning in New Zealand
• Some of the challenges faced by the modern asset planner
• Alternative and additional approaches to asset planning.

Learning objectives

By attending this seminar you will be able to:

• Guide your clients to determine their wants to their needs.
• Understand the critical appreciation of historic asset estate planning.
• Assess risk award with respect to different ownership structures.
• Implement asset and estate planning tools.

Booklet 

Authors: Vicki Ammundsen, Henry Brandts-Giesen
Published: 13 May 2021
Pages: 31 + PowerPoint slides

Introduction

There is no introduction for this publication.

PowerPoint Presentation

These are the slides included in the presentation.