This webinar will expand your understanding of estate planning beyond wills and trusts and discuss regulatory issues and how to avoid them. Speakers include Max Gunawan, Principal Director of Platinum Legal and Anson Lam, Associate of Moore Markams NZ.

Max will discuss a client-centred approach to estate planning beyond simply creating a “Will” or “Family Trust”. Max also discusses and describes the types of complex situations lurking behind any “standard transaction” and the broad array of tools available to address these complex situations. Max breaks down the necessary components in an estate-planning engagement that add tremendous value to the client relationship and describes the hurdles usually encountered when engaging in this exercise. 

Max is a practicing lawyer and legal communicator. His clients know him for cutting through legal jargon and quickly getting to the heart of complex situations. His extensive experience working with high-net-worth families has given him unique exposure to different areas of the law, including commercial, property, estates, relationship property, and dispute resolution. 

Anson will cover some issues in the regulatory and tax landscape in estate-planning engagements and how to avoid common tax traps and pitfalls. 

Anson is a prominent business advisory and tax accountant with an impressive breadth of experience in business advisory, taxation, estate planning and business valuations. Her expertise in regulatory compliance is only a starting point. Her clients know her to provide practical and commercial advice that best sets them up for commercial success.

The webinar will be helpful for financial advisers who want to become more aware of estate planning opportunities in their day-to-day work. 

If you register early, you will be sent an email with a link directly to the webinar. 

Complimentary for members | $50+gst for non-members 

Earn 1 CPD hour – CPD certificates for members will be sent via email within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page. If you’re using our online LMS, certificates can be accessed within the platform and will not be emailed.