Mellor Olsson Partner, Eva Bailey and our family law team, invites you to our upcoming seminar on family asset protection and estate planning. This event is tailored for professionals seeking practical, actionable guidance to support their clients.
Why attend?
In today's financial landscape, protecting family assets is crucial. This seminar provides essential knowledge and strategies to advise clients on safeguarding their wealth and ensuring their legacies, covering key issues like divorce, estate planning, and intergenerational asset transfers.
Key topics include
Binding Financial Agreements (BFAs): A closer look
- Requirements: understanding legal criteria for BFAs to be valid and enforceable
- Timing: Identifying key moments for BFAs, either at the start of the relationship or to protect assets being passed down
- Court enforceability: How the Courts view and uphold BFAs.
Divorce and separation: Protecting family assets
- Strategies for managing asset division and ensuring fair settlements during divorce and separation, with a focus on incorporating estate planning tactics.
Farming and agricultural sector: Securing the legacy
- Specialised strategies for protecting farming properties and businesses, ensuring assets are passed to the next generation without legal or financial complications.
Who should attend?
This seminar is ideal for accountants and financial advisors aiming to deepen their expertise in family asset protection and estate planning. Our team will help you gain practical tools and knowledge to better support your clients. We encourage you to share this invitation with others who may benefit from this valuable session.
Register now
Seats are limited. To secure your spot, please email Maddy Arthur at [email protected]. There is no cost to attend.