This is a free seminar supported by Community Southwest and Coffey Hunt
Estate planning takes on greater significance for parents/other relatives of children who are vulnerable because of intellectual disability, acquired injury/illness or for other reasons. An appreciation of the circumstances of the beneficiary and of guardianship, taxation, Centrelink and other laws is crucial.
Where: Southern Way 181 Fairy Street Warrnambool
When: Wednesday 8 August 2012
Time: 1.30pm – 4.30pm (Afternoon tea break included)
Presenter: Allan Swan
Allan is a principal of MOORESLEGAL based in Melbourne, providing legal advice and documentation to financial advisors, accountants and lawyers and to their clients. He is a qualified lawyer with extensive experience in assisting members of the community to provide effective estate and asset protection planning and transfer of wealth.
This seminar is being provided free of charge. Please book early as numbers are limited.
The seminar will assist people with vulnerable family members in a number of areas associated with estate planning. These include funding, legal, tax and other options and impediments as well as strategies for effective estate and asset protection planning and eventual transfer of wealth.