Estate Planning Short Course
Estate Planning is an important, lucrative component of a financial advisory service offer. The ageing population has supported the increased demand for these services. Practices offering financial planning, legal or accounting services, develop longer, deeper clients relationships that are extended across generations when they introduce estate planning into their offer. To assist you provide a comprehensive service to your clients, UTS offers a rigorous, practical workshop which is offered as a stand alone, to deepen your understanding of the subject.
We have partnered with the Financial Planning Association of Australia (FPA) to offer its members the ability to obtain this specialist designation. By obtaining the designation, financial planners can stand out from their peers and become a leader in this field.
The UTS Business School Estate Planning course is held in Sydney, Melbourne, Perth and Brisbane and is conducted face to face and held over six workshop days at the UTS Haymarket campus in the CBD for Sydney and in central locations in the other states.
As a university-level course, students must attend all workshop sessions and complete assignments and exams to attain a certificate of completion. Students should be prepared to commit 1 - 3 hours of study for every hour of face-to-face contact.
Applicants have the option to enrol in the UTS Business School course as a stand-alone to deepen their understanding of estate planning or as part of the Financial Planning Association's Accredited Estate Planning Strategist (AEPS®) program. Graduates of EstPlan's 2-day general practitioners' course can enrol in the final four days of the UTS Estate Planning course. The final mark received for attending the Estplan 2-day course will be converted into a mark for the purposes of the first assignment in the UTS course.
Audience
- Financial planners
- Accountants
- Legal practitioners
Course content
- Introduction: the estate review, estate management and succession
- Managing engagements and operating an estate practice
- Will, probate and succession
- Taxation of estates
- Property, equity and trusts
- Contracts and business structures
- Responding to family breakdown
- Working with other allied professionals
(This is not a comprehensive list. It is intended as a guide only).
Presenters
John Taggart (Senior Academic and Course Coordinator)
John has been with UTS for over 31 years teaching Business Law and Corporations Law at both the undergraduate and postgraduate levels. Estate Planning is seen as the capstone subject for all his students.
Michael Perkins
Michael is a practicing lawyer with over twenty years experience in trusts, estates and private client practice. While continuing legal practice, Michael is also a published author and lecturer in Estate Planning at UTS and holds the TEP qualification from the Society of Trust and Estate Practitioners.
Paul Evans
Paul is an Accredited Specialist in Wills and Estates Law, and a member of the Society of Trust and Estate Practitioners. Paul worked in London in the private client area for approximately 10 years. Paul is the Regional Manager Estate Planning NSW &
Queensland at National Australia Trustees Limited (part of NAB Private Wealth).
Mark Squire
Mark Squire has been a solicitor of the Supreme Court of NSW for over 30 years and a principal of Boulton, Julian, Squire. He has practised extensively in wills and estates, with a particular interest in the challenges posed by blended families. Mark has lectured for many years at UTS.
Robert Monahan
Robert is an Accredited Specialist in Wills and Estates Law, and a member of the Society of Trust and Estate Practitioners. Robert was a partner in a private law firm for 25 years before joining Australian Executor Trustees Limited in 2004. Robert was a partner in a private law firm for 25 years before joining Australian Executor Trustees Limited in 2004. Robert is AET's Special Counsel and leads their national estate planning team.
Course dates
Location: SYDNEY
Enrolment deadline: 16 April 2012
Dates: 23-24 April and 12-15 June
Location: MELBOURNE
Enrolment deadline: 21 May 2012
Dates: 28-29 May and 17-20 July
Location: SYDNEY
Enrolment deadline: 29 August 2012
Dates: 5-6 September, 22-25 October
Location: PERTH
Enrolment deadline: 11 September 2012
Dates: 18-21 September
Location:BRISBANE
Enrolment deadline: 13 November 2012
Dates: 20-23 November
Price
$2,995 6-day course FPA members*
$3,295 6-day course non FPA members
$1,950 4-day course Estplan graduates
All prices include GST.
Contact
For queries regarding the (AEPS®) designation, please:
- visit the FPA website; or
- call the FPA on 1300 337 301; or
- email the FPA.
For queries regarding the UTS Business School Estate Planning course, contact:
UTS Business School: Executive Development Unit
p: 02 9514 4076 e: peter.dawson@uts.edu.au
