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Estate Planning Workshop - 3 Hours CPD - Identifying Clients' Needs
Tue 17 October 2017, 10:00 – 13:00 BST
Complete another three of your annual 35 hours’ CPD requirement free of charge, courtesy of Gina Stanton, Lead Estate Planner at WillWritten and practicing consultant solicitor at ACSL Ltd
This practical workshop will empower you to better identify, and meet, the estate planning needs of your clients.
Using case studies and real life examples, the issues we will explore include: -
Addressing the mature client’s concerns about care costs in later life;
Divorce-proofing and debt-proofing an adult child’s inheritance;
Finding equitable estate planning solutions for blended families and stepfamilies;
Helping the self-employed client build a resilient business;
Supporting the Buy-to-Let Investor.
Time will also be given over to questions and answers, discussion of any specific problems you may have encountered, and suggested solutions.