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200 - Trusts, Wills & EPAs for Intermediate to Advanced Advisors

TEACHUS200
14.00 CPD Points
Price:
$795.00 +GST Retail

Learn Module Detail

Explore our landing page to get more information about this course: https://professionaliqnz.co.nz

 

Professional Development covering Asset Protection and Estate Planning. Split into 9 modules that build upon one another in 1 to 2 hour sessions (14 hours), helping intermediate and advanced advisers shape more meaningful conversations with their clients. Guiding them to possible solutions and/or specialist expertise.

 

> MODULE 201 - Estate Planning (2-hrs)

+ Fit, role of the adviser and features of an estate plan;

+ How to stuff it up;

+ 7 common questions and misunderstandings;

+ The language of estate planning – what are assets, who owns them, which ones are vulnerable;

+ Tools (Wills, EPAs, Trusts) and advice; and

+ Lifecycle impact of the 3 key documents.

 

> MODULE 202 - Relationship Property (2-hrs)

+ What relationship property is;

+ Separate property;

+ Property (Relationships) Act;

+ Contracting-Out Agreements; and

+ Practical Working Examples.

 

> MODULE 203 - Client Conversations (2-hrs)

+ Reducing your risk;

+ When do you raise estate planning with clients:

 

> PERSONAL FOCUS

+ Initial conversations and diagrams;

+ Leading with the Will;

+ Leading with the family home in trust;

+ Integrating with risk event discussions; and

+ Review conversations and diagrams;

 

> BUSINESS FOCUS

+ Setting the framework – Business Risk, Owners Risk, Personal Risk;

+ Owners Risk - Shareholders & Insurance Trusts, flowchart; and

+ Reviews and Obligations of Directors.

 

> MODULE 204 - Wills (1-hr)

+ Stats & facts about Wills – know the numbers;

+ The language of Wills;

+ Requirements of a Will – must, should, can; and

+ Key points and questions.

 

> MODULE 205 - EPAs (1-hr)

+ Stats & facts about EPAs – know the numbers;

+ The language of EPAs; and

+ Requirements of an EPA.

 

> MODULE 206 - Trusts (2-hrs)

+ Stats & facts about Trusts – know the numbers;

+ How a Trust works;

+ More than one Trust? Family Trust / LTC / Investment Trust;

+ Trustee duties (Trusts Act 2019);

+ Reasons for using Trusts and examples;

+ Where Trusts can be busted or protection isn’t as strong;

+ Where advice should be sought;

+ Are Trusts expensive to set-up and maintain, the slider impact; and

+ Where trust and other estate planning documents are held.

 

> MODULE 207 - Business Legacy Planning (1-hr)

+ Protecting the Business, Shareholders and their Families.

 

> MODULE 208 - Scenarios (2-hrs)

+ Family; and

+ Business.

 

> MODULE 209 - More Learning (1-hr)

+ Trust Act, Experts and Resources; and

+ Ongoing Learning.


 
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