Preparing for Wealth Transition: Challenges and Trust Planning
The upcoming transfer of wealth from the Baby Boomer generation to their inheritors, has been described as the greatest transfer of wealth in history.
With significant financial wealth in New Zealand being held on trust, what are the practical implications for upcoming transitions for trustees and beneficiaries of trusts?
Where wealth will continue to be held on trust, what planning is required to prepare the next generation of beneficiaries? Where wealth is planned to be distributed, what impact might it have on inheritors?
In this Webinar, Lindsay Pope will talk through some of the practical challenges of transitioning wealth through trusts.
He will identify specific areas of focus to help trustees and their advisers:
This webinar will focus on the relational and qualitative aspects of transitioning wealth through trusts for settlors, trustees and their beneficiaries.
Lindsay will share recent experiences and ways for trustees and their professional advisers to lead productive conversations to improve the transition of wealth through family trusts.
Suited to:
Professional accounting and legal advisers, professional trustees and trust professionals.
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Independent Adviser to Families and Trustees
Lindsay provides independent advice to professional advisers, private families and trustees on trust governance and transitioning intergenerational wealth. He serves as President of the Estate & Taxation Planning Council of New Zealand and as Dean of the Trustscape with the Purposeful Planning Institute in the USA.
