Webinar Package includes:

Archive Presentation  l  Booklet  l  PowerPoint Presentation

Webinar Package Fee (incl GST)

• $205 - NZLS members and Associate members
• $255 - 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.

Webinar Archive Presentation

Presentation time: 120 minutes

Assisting your clients in structuring their financial affairs will help them protect and enhance their asset base. This seminar will include legal and accounting perspectives in providing practical advice for setting up and maintaining trusts that meet the specific needs of these clients as their circumstances change over time.

Topics covered will include:

• Using trusts as a vehicle for asset planning and protection
• A legal perspective with the focus on planning and protection assets an accounting perspective with the focus on tax mitigation
• Tailoring the trust deed to ensure that it is “fit for purpose” in meeting the client’s circumstances at the outset – as opposed to simply using a standard template with insufficient time and thought dedicated to the particular needs of the client
• Importance of reviewing trusts deeds regularly to ensure they:
  - Take account of clients changing circumstances
  - Also take account of legislative and case law developments
• Importance of the two experts communicating regularly in order to ensure the best results for the clients
• What happens when those involved in the trust move overseas
• Communicating effectively with clients so that they understand the value of this work.

Please contact us if you use a dial up internet connection.

Booklet

Authors: Don MacKenzie, Tammy McLeod
Published: 22 March 2017
Pages: 36

Introduction

There is no introduction for this publication

PowerPoint Presentation

These are the slides included in the webinar presentation.
Number of Slides: 62