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NowInfinity and View Legal Trusts Roadshow 2017
All aboard! The NowInfinity and View Legal bus hits the road to bring you a joint national roadshow! Be a part of a not to be missed interactive workshop covering hot topics on all things trust related. This event is perfect for all accountants, advisers, bookkeepers and even administrators looking to be rock stars in this field! This event is also CPD accredited.
You are invited to get up front and personal with industry experts such as Matthew Burgess, Amreeta Abbott, Patrick Ellwood and Julie Dolan.
Session Overview
Topic 1: Succession Planning for Family Trusts
With the increasing level of wealth held in family trusts, it is important for you to be aware of succession planning strategies for assets held in a trust environment.
Topic 2: Fixed Trusts and Unit Trusts
This session explores one of the most problematic issues currently faced by advisers using unitised trust instruments - whether the trust is a unit trust or fixed trust.
Topic 3: Structuring Family Trusts for Asset Protection
Asset protection is a key issue for many high net worth individuals and business owners and trusts have been the vehicle of choice for a number of years.
Topic 4: Trust Horror Stories
This session will explore numerous trust 'horror' stories that View and the NowInfinity platform have helped resolve with the aim of helping you to avoid similar problems arising in the future.
View Full Agenda
Ticketing
Register before 23rd of September for our special early bird rate with a 30% discount on all below prices!
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