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Mon, 21 Oct

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Online Event - Zoom

Why Your Discretionary Trust is Dangerous and How it Can be Upgraded (1)

FREE WEBINAR

Why Your Discretionary Trust is Dangerous and How it Can be Upgraded  (1)
Why Your Discretionary Trust is Dangerous and How it Can be Upgraded  (1)

Time & Location

21 Oct 2024, 12:30 pm – 1:30 pm AEDT

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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