Seminar & Special Event | 18 May 2022 | STEP New South Wales
Wednesday 18 May 2022
STEP NSW Branch invites you to a special event with Equity Trustees.
The evening will be hosted at The Establishment in Sydney and will feature feature a lecture with Mercia Chapman TEP and Denise Cheng, concluding with networking and refreshments.
With greater wealth being accumulated in a lifetime, a legal advisor working with a client on their estate plan is well placed to also provide advice about an individual or a family charitable legacy – an initiative which can be implemented during your client’s lifetime and/or beyond.
During this session, Equity Trustees’ Mercia Chapman TEP, Senior Legal Counsel and Denise Cheng, Relationship Manager will share stories which demonstrate the different charitable giving structures available in Australia and how they interact with an estate plan. They will also share the most important questions for you to ask your clients to get to the heart of understanding whether a giving legacy is something right for them, right now.
5:30 – 8:00 PM AEST
In person only