Estate Planning: A Practical Guide for Accountants - September 2025 (1 Hour of CPD)

Estate Planning is a wide-ranging topic that involves Lawyers, Financial Planners and Accountants.

Many clients require estate planning, particularly those with business structures, as many of their assets will not be dealt with under their will.

The accountant is best placed to coordinate the estate planning process for these business clients, as it is often only the accountant who knows what assets are held in which entity.

That is why Advisers Digest have put together a one-hour webinar all about Estate Planning for Accountants.

Topics covered:

• What is Estate Planning
• The Estate Planning Process
• What assets are in and not in your Estate
• Who controls what after you die
• Wills
• Dying intestate
• Asset ownership structures
• Insurances
• Attorneys & Guardianships
• Business Succession
• Taxation upon death

What's Included?

• 90 Days of Recording Access (Unlimited Views) 
• Instant access to the recording and slides
• 1 hour of CPD + Certificate
  
• Included Q&A session