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How to protect your older client's and their assets - on-demand

Course ID ID21020_PSK1

  • Online
  • 1
  • All
  • 1 CPD POINTS

This on-demand material was recorded in March 2021.

Whether it is bullying the elderly into bad deals, using credit cards without permission, stealing cheques or snatching money out their purse or wallet. Protecting assets from greedy relatives and gold-diggers can be preventative in some situations. 

Join Phillip McGowan, Partner, McCullough Robertson in this one-hour overview of asset protection where you will learn about: 

  • Protecting wealth and transferring wealth 
  • Controls vs. Ownership 
  • Strategies for asset protection  
  • Tips for strategy preparation and implementation 

Please consult the CPD rules for your state to ascertain how many CPD points you can claim for private study of audio/visual material during the CPD year.  

Practitioners holding WA practising certificates are not eligible to earn CPD points for this course.

Price

Full Price $99.00

Alumni/Member Price $89.10

Dates

Start date:

01 July 2021

End date:

30 June 2022

Presenter biography

 Phillip McGowan Partner, McCullough Robertson

Phillip has worked exclusively in the areas of wills and estates and their related aspects for over 25 years. He has a wealth of experience in estate planning, estate administration and estate litigation As an estate planner, Phillip specialises in complex inter-generational wealth protection and wealth transfer strategies for private clients. Phillip works closely with accountants, lawyers and financial advisors to assist clients to organise their affairs.

He has presented and chaired numerous seminars on will making, estate planning and estate litigation for the Taxation Institute of Australia, the Queensland Law Society Incorporated, The Law Society of New South Wales, LexisNexis, Legalwise and TEN, Western Sydney University and University of New South Wales.

Phillip was the inaugural editor of the text ‘Wills, Probate and Administration Practice (New South Wales)’. Phillip is listed as a recommended leading wills & estates litigation lawyer by Doyle’s Guide.

Claiming CPD units

If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If you hold a practising certificate in a state or territory other than Western Australia and this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year.

If you hold a Western Australian practising certificate, please refer to the course description above as to whether you are eligible to earn CPD points for this activity.

 

Mandatories covered

This program covers the mandatory requirement of Professional Skills.