Estate Planning Gone Wrong – And How to Get It Right

Estate planning is more than just a Will - it’s about having the right conversations before it’s too late.

As a trusted adviser, you play a critical role in helping clients navigate the complexities of their legacy. In this session, we'll explore real world estate planning "war stories" that highlight common pitfalls, ranging from lapsed gifts to invalid death benefit nominations. You will gain practical strategies to ask the right questions and identify red flags to guide clients through their estate planning.

Join us for networking drinks and canapés from 5:30 PM, with the presentation commencing at 6:00 PM.  

This event is presented by Birchstone Legal Group. Birchstone is a boutique law firm specialising in tax, trusts, succession and estate planning solutions for privately owned enterprises and high-net-worth individuals. 

As part of the evening, we are excited to launch Willow Estate Law, our new sister brand. Willow offers a streamlined, efficient approach to estate planning for clients with straightforward requirements, delivering Birchstone’s high-quality documents and expertise at an affordable price.

Continuing Professional Development

We have the accreditation by the FAAA for 1 CPD point for this seminar.