Estate Planning for Wealth Preservation
Presenters : Louis van Vuren
Overview
Research shows that 70% of wealthy families lose their wealth within two generations. A key reason is the absence of, or poorly executed, estate planning.
This video explores practical strategies to manage the risks of wealth erosion and destruction. Critical areas of focus include financially illiterate heirs, proper tax planning, liquidity issues in estates, and protection against opportunistic individuals. Viewers gain insight into a variety of strategies, along with their advantages, disadvantages, and common pitfalls.
Video Content
- Why wealth often fails to survive across generations
- The eroding effect of different taxes
- Strategies to preserve and protect wealth
- How to evaluate the appropriateness of each strategy
- Integrating strategies to minimise the risk of wealth destruction
Competencies Developed
- Collecting and analysing relevant client information
- Understanding taxes and legislation influencing estate planning
- Applying legal structures and tools effectively
- Translating knowledge into practical, client-focused solutions
- Building integrated strategies that preserve wealth
Related Webinars
Administration of Estates
Administration of Estates