This subject provides students with a comprehensive overview of issues relating to succession and estate planning. It addresses estate and non-estate assets, complex estates, succession planning for businesses, trusts and other ownership structures. It also explores the tax implications on death of a member or owner of these arrangements.
The subject examines role of the financial planner and the necessity to work with referral partners to incorporate estate planning into financial advice to provide effective and comprehensive client solutions.
For more information, please refer to the subject outline.