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Estate Planning for Elderly and Vulnerable Clients - In Short Seminar Paper

Published: 02-11-2021 Authors: Sally Morris, Bethan Read Pages: 11
Price From
NZ $59.00
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Published: November 2021
Authors: Sally Morris, Bethan Read
Pages: 11 + PowerPoint slides
Delivered: Estate Planning for Elderly and Vulnerable Clients In Short Seminar

Content outline

  • Advising on the preperation of wills
  • Red flags when preparing wills
  • Risk mitigation
  • The use of trusts for elderly clients
  • Problems that can arise through the use of trusts
  • Risk mitigation
  • The consequences of getting things wrong
MORRIS, Sally 2021 original 150x175 READ, Bethan
Sally Morris
Partner, Morris Legal
Auckland		 Bethan Read
Special Counsel, Morris Legal
Auckland

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