The transition of wealth from the baby boomer generation is expected to involve the largest ever transition of wealth in our history. In New Zealand, much of that wealth is currently held in trust.
Historically, the focus of advice has often been on the quantitative elements of estate planning (i.e. the financial wealth and the structures to hold that wealth).
The challenge for any estate plan is will it practically work when the need arises and over recent years, the qualitative elements of estate planning have become more prominent (for example, the client’s legacy and how they are remembered, the impact of wealth on inheritors or family relationships).
A client’s circumstances can change quickly, and many estate plans are out of date. Estate plans must be considered regularly to reflect any changes required.
Lindsay Pope brings 45-years’ experience in the estate and trust planning to the table. He will lead a conversation on tips, ideas and thoughts for how advisers can improve the quality of their estate planning conversations.
29 September 2021
Lindsay will lead a conversation to help attendees:
in order to serve private clients and their families more fully.
This webinar is aimed at professional advisers who provide estate planning and transition advice or services to private clients and their families.
Lindsay Pope, Principal, Trustee Support Ltd
1.25 CPD Hours