The great wealth trilogy tells us to work on our:

• wealth creation
• wealth preservation, and
• wealth distribution.

We put our daily effort into creating it. We design our trusts and structures to preserve it from claims. And yet so often too little is done about the last part of the trilogy, but this can be the most important of all because there is only one chance to get wealth distribution right.

• What is the right and best wealth distribution.
• How do you create the plan? What are the best beginning steps.
• Why is it a mistake to involve the lawyer too early.

The Estate Planning Masterclass by Kalkine will help you to understand how to develop your wealth distribution plan. Presented by Peter Bobbin, Australia’s leading estate planning and tax lawyer, you will be guided in how to develop your wealth distribution estate plan.

What will you learn.

• Understanding the how-to of estate planning; it’s not about you it’s about them, for you!
• How the most critical first estate planning tools are; paper, pen and wine.
• Why avoid the lawyers until the plan is created?
• The key documents to focus when creating the plan.
• The critical tax concerns, strategies and opportunities.
• What you can do now to be succession plan ready.
• The estate claim myths debunked.

Australia’s leading lawyer Peter Bobbin guarantees to leave you with a refreshing way to look at and embrace estate planning. Have you already done it. Attend and learn if you can improve it. Yet to do estate planning? Start with what Peter will tell you and be confident in getting it right the first time.