Real Life Estate Plans Course
A deep dive into Estate Planning
Guided by senior members of the industry-leading law firm, Townsends Lawyers - experts in the unique challenges and legal nuances of estate planning - this online, scenario-based course, is designed to address the most common estate plans, covering the needs of the majority of clients. A well-informed estate plan may make a significant difference to beneficiaries in the long term.
Highly interactive and focused on practical application, this program teaches you how to consider the complexities of modern family structures and the dynamic of family relationships.
By the end of the course, you will have strengthened your working knowledge to confidently engage with clients who come to you for their estate planning requirements, as well as estate planning professionals.
Who Should Attend
Advisers wishing to gain a depth of detail about the various estate planning options and looking for opportunities to grow their fee base. There has never been a better time to integrate estate planning into your practice, as Australia enters the greatest period of inter-generational wealth transfer in history. So the time is right now to take action and improve your capacity and capability in this growing area.
> Appreciate estate planning strategies for use by a range of clients with different circumstances
> Develop your understanding of the estate planning process
> Understand what you need from your client for the solicitor to create an estate plan, and why those details are important
> To better explain estate planning processes and strategies with your client
> Confidently liaise with other professionals providing estate planning services
> Embed estate planning into your practice as a substantial fee-earning division
> Develop an understanding of how to get maximum benefit for your client from the SUPERCentral online testamentary process and support programs
> Earn a Certificate of Completion, and become a certified estate planning professional in the EPAdvantage Estate Planning Program
The program is comprised of 10 modules, each of the nine modules will review a common client scenario, and discuss the estate planning options, with particular emphasis on addressing typical questions that the client’s circumstances raise. The tenth module covers the market potential, how to harness that potential and seamlessly grow your estate planning practice. The scenario-based learning approach will teach you how to think about estate planning and provide you with valuable preparation tools for communicating with your clients regarding their needs; identifying issues and developing an understanding of what specifics need to be addressed in each client's situation.
Peter Townsend - Managing Director of Townsends Lawyers & SUPERCentral. BA, LLB, FAICD, FCLA
Brian Hor - Special Counsel, Superannuation & Estate Planning. BEc, LLB(Syd), Dip FP (Deakin), CL, CTM, CTA
Michael Hallinan - Special Counsel, Superannuation & Insurance Law Specialist. BA, LLB, GradDipSec.&App.Inv.,FTIA
For detailed information please click on the course brochure image below.
CPD Points / Certification
The EPAdvantage 'Real Life Estate Plans' Course has received accreditation from the Financial Planning Association of Australia (FPA) for 18 hours of CPD.
Accountants and other professionals will also be able to self-assess to the extent of 18 hours/points of CPD.
At the successful completion of the course you will become a certified estate planning professional in the EPAdvantage Estate Planning Program.
Office $1320** (up to 5 staff members)
If your firm is a SUPERCentral Member or you are already an EPAdvantage Member special pricing applies.
Please call us on 02 8296 6266 for further details.
** Inclusive of GST.
NEXT START DATE: 14 February 2019.
What Participants Say
“It has been a sensational course.”
“Loving the course. The boys are presenting well and the overall structure is great!”
“This is an excellent course which covers most issues with explanations. Very thorough and informative... it reinforced and greatly added
to my knowledge of options and built my confidence when discussing estate planning with clients.”
“These sessions are great and well delivered by Peter, Michael and Brian. The content is spot on and certainly tailored to a practical approach
when discussing needs and solution with clients. I appreciated the sharing of the real-life examples. The sessions highlight the
need for clients to complete well-worded documents to ensure seamless intergenerational transfer that is hopefully without disruption.”
“The application of concepts to practical examples is a really strong feature of the delivery style.”
“The course was really informative, full of great ideas and the pace was really interesting and enjoyable. I will certainly recommend to those who are interested in estate planning."