Estate Planning Short Course
Estate planning is becoming one of the most important and exciting facets of financial planning. An understanding of this specialised discipline is essential to providing comprehensive planning advice to clients in a rapidly ageing population.
The Faculty of Law at the University of Technology Sydney (UTS) offers a university-level estate planning short course for professionals. It equips professionals with appropriate knowledge and skills to comprehensively engage with clients in their estate and succession planning needs.
The UTS:LAW estate planning course is held in Sydney and is conducted face to face and held over six workshop days at the UTS Haymarket campus in the CBD.
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:LAW 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. Registration details can be found below.
Audience
- Financial planners
- Accountants
- Legal practitioners
Course content
- Introduction to estate planning
- Management and operations
- Wills probate and succession
- Taxation of estates
- Property equity and trusts
- Contracts and business structures
- Responding to family breakdown
- Responding to changes in capacity and
- cognition
- Estate planning in action
- Estate services and the professions
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
Summer intensive
Location: Sydney
Enrolment deadline: 9 December 2011
Dates: 15-16 December, 30-31 January, 1-2 February
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.
Registrations
Registrations for the Summer 2012 course have now closed.
Contact
For queries regarding the FPA (AEPS®) program, please:
- visit the FPA website; or
- call the FPA on 1300 337 301; or
- email the FPA.
For queries regarding the UTS:LAW estate planning course, contact:
UTS:LAW External Engagement
p: 02 9514 3750 e: estateplanning@uts.edu.au
