As an accountant or financial professional, it is important to understand what a testamentary trust is and the advantages that they can offer your clients.

Our next Accountants' and Financial Professionals' Seminar will be taking you through the origin of a testamentary trust, what a testamentary trust is, when they are appropriate and the advantages that a testamentary trust offers.

Presented by our experienced Estates Solicitor, Patrick Coetsee, who refers to them as the "Fort Knox of Trusts" this seminar is essential for advising clients in financial planning, estate planning and asset protection.

Guest Speakers

  • Patrick Coetsee - Kenny Spring Solicitors
    Patrick's practical and compassionate approach in his field of Wills & Estates law, combined with his attention to detail, means he is held in high regard by clients from across the Central West.