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Triplejump e-module #10: An Introduction to Estate Planning

Event Type: Other
When: 07 Sep - 06 Sep 2020
Time: Anytime
Venue: Online e-module
Location: Online e-module
Provider: Triplejump
Contact:
Practitioner Member Fee: $92.00
Associate Member Fee: $92.00
Affiliate Member Fee: $92.00
Non-Member Fee: $92.00
CPD Credits: 1 CPD hour
Description:  
Type: Online
Level: Foundation
Industry Knowledge: Asset Planning
Presenter: Online content developed for Triplejump by Cecilia Farrow CLU
THIS IS AN E-LEARNING MODULE TO BE COMPLETED IN YOUR OWN TIME - IT IS NOT A WEBINAR

The module covers the basic core concepts of NZ estate planning and related NZ legislation including family trusts.

Importantly the module reinforces the value of seeking legal advice when dealing with estate matters. An essential for NZ advisers wanting to expand their knowledge.

Learning Objectives:

1. Explain the purpose of estate planning and related legislation.

2. Identify the roles and responsibilities of those who have authority to administer estates.