Loading Events

« All Events

  • This event has passed.

Estate planning practices in Australia and Singapore

November 30 @ 5:25 pm AEDT

$120 – $185
Grandparents who make wills to protect their families

Research into estate planning and the factors that impact estate planning decisions is relatively limited in both Australia and Singapore. The research that has been done has tended to focus on whether people have an up-to-date will or other estate planning documents.

Estate planning practices in Australia and Singapore is an online Zoom webinar exploring the findings of new research into how issues such as trusts, digital assets and professional advice impact on estate planning decisions. Results indicate a high proportion of adults lack up to date Wills, only a small proportion have powers of attorney and few parents have guardianship plans in place. Further, the majority of adults who had a Will had not discussed its contents with their immediate families.

Who should attend

Legal practitioners, accountants and financial advisers advising clients on estate planning both in Australia and Singapore.

What will you learn

This event will discuss the implications of the research findings for clients and their advisors. Attendees will gain an insight into considerations to be made when structuring estate plans, particularly with respect to factors that impact estate planning decisions in Australia and Singapore.

About the speaker

Professor Adam Steen BEc (Hons), Dip Ed, M Com, PhD, TEP is Professor of Practice at Deakin University in Victoria and Adjunct Professor at the University of Adelaide. Adam has undertaken consultancy assignments for the Commonwealth Government, World Bank, Government of Indonesia and other local and global organisations. Adam has served as a senior academic providing leadership in teaching, research and administration and been a visitor to international business schools including Hong Kong Polytechnic University, Copenhagen Business School and the International School of Management at Dortmund, Germany. His research has been published inleading international journals and is interdisciplinary in nature, applying Accounting and Finance-based methodologies to questions and issues in diverse areas including Corporate Governance, International Business, Tourism, Human Resource Management, Unemployment and Homelessness. He is head of the Academic Community of the Society of Trust and Estate Practitioners.

Cost

$120 Members
$150 Emerging professionals
(less than 5 years from graduation)
$185 Others

CPD

1.5 hours

Venue

Via Zoom
Link will be provided via email to registered participants on the day of the presentation

Details

Date:
November 30
Time:
5:25 pm AEDT
Cost:
$120 – $185
Event Categories:
, ,
Event Tags:
, , ,
https://www.trybooking.com/events/landing?eid=807261&

Organizer

STEP South Australia

Venue

Zoom Webinar