ESTATE PLANNING AND WILL DRAFTING

Estate planning falls into both financial and fiduciary planning and again the vast knowledge required of all legislation to ensure an appropriate plan for a client can be implemented! However,  it is vital to understand that not all should be drafting wills for a client! This is a very specialized field and best left to those who have this responsibility. As much as this course may not show you how to draft the perfect will, it will most definitely place you in a position where you recognize the pitfalls of badly written and non-compliant wills! Then of course, estate duty & its unique effect on estate planning which, yes it includes having a basic understanding of trusts!