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Thu, 08 Aug

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Online Event - Zoom

Why Your Discretionary Trust is Dangerous and How it Can be Upgraded

FREE WEBINAR

Registration is Closed
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Why Your Discretionary Trust is Dangerous and How it Can be Upgraded
Why Your Discretionary Trust is Dangerous and How it Can be Upgraded

Time & Location

08 Aug 2024, 12:30 pm – 1:30 pm AEST

Online Event - Zoom

About the event

Accountants set up discretionary trusts for tax minimisation purposes without looking at family wealth protection and multi-generational Protective Estate Planning.  In this session Grant Abbott and Rod Peters from Eventum Optimum will show the weaknesses and how to upgrade to a Leading Member discretionary trust without a resettlement.

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