Estate Planning for Accountants - September 2023 (3 Hours of CPD)

Estate Planning is a wide-ranging topic that is used by Lawyers, Financial Planners and Accountants.  Many clients need estate planning, especially 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 their business clients because it is often only the accountant who knows what assets are held in what entity.

That is why Advisers Digest have put together a three-hour masterclass webinar series 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
• 3 hours of CPD + Certificate
  
• Included Q&A session