Estate Planning Masterclass

The legacy you leave is the life you lead, immortalised. While you have diligently amassed wealth throughout your career, how often have you paused to consider the importance of directing that wealth in a well-crafted estate plan?

Estate planning is a one-shot endeavour, make it count.

Estate planning is more than just drafting documents; it’s about crafting your financial legacy and easing the burden on those you leave behind. Our exclusive Masterclass series gives you the tools and insights to approach with foresight and wisdom, ensuring that your life’s work benefits the generations that follow.

The Australian Shareholders’ Association (ASA) is proud to present “The Masterclass in Estate Planning“, relevant to those just starting or reviewing their existing plans. This course features the expertise of Peter Bobbin, Principal Lawyer at Coleman Greig Lawyers with over 30 years of invaluable experience.

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Estate Planning Masterclass

Episode 1 - What is Estate Planning?

Episode 2 - How to do Proper Estate Planning

Episode 3 - Top 5 Key Documents

Episode 4 - 9 Crucial documents

Episode 5 - When should I start an Estate Plan

Episode 6 - Asset structuring

Episode 7 - Do I need life insurance

Episode 8 - Who can make a claim on my estate

Episode 9 - Tax issues capital gains tax

Episode 10 - Superannuation

Episode 11 - Binding death benefit nominations

Episode 12 - Testamentary Trust

Episode 13 - Family discretionary trust

Episode 14 - Capital gains tax K3 tax event

Episode 15 - Reversionary pension

Episode 16 - Risk of the 'blow-in' spouse

Episode 17 - Arts and collectables, CGT and your assets

Episode 18 - Estate planning adviser

Episode 19 - To DIY or not DIY Will

Episode 20 - Major life events

Episode 21 - Disasters in Estate Planning

Episode 22 - Conclusion