Setting up Trusts and overseeing the administration of deceased Estates are essential services accountants should provide to their clients.
The purpose of this event is to demonstrate how accountants should plan, create, manage, and oversee Trusts and Estates for their clients, and charge a fee for this service.
Using Trusts protects your client's assets from claims from creditors, and is essential for business, financial and estate planning. It also binds your clients and their families and safeguards their assets to create a loyal client base. Clients that want Trusts are wealthier and are therefore able to pay higher fees. Attending this event will enable you to diversify your income whilst helping clients save their businesses.
By the end of the webinar the participant should understand the following:
The webinar will cover the following topics: