Integrating trusts into your advice process

Members of the Financial Planning Association (FPA) attended Advanced Technical CPD Workshops around the country in November and December last year.

In the second of a three part series, the session Integrating Trusts into your Advice Process – facilitated by Robert Warnock, a principal at M + K Lawyers, was filmed by www.professionalplanner.com.au.

This workshop covers the roles of the key parties involved in a trust, the advantages and disadvantages of using trusts and the tax and legal issues to consider in the advice process.

Each workshop ran for two hours but the video below has been edited down to 30 minutes.

For more on the presentation shown during the workshop, click here.