There is an obligation by accountants and advisers to initiate, explain and support the needs of a client’s:
There is a close relationship that advisers and accountants have with their clients. A natural extension of this relationship includes discussing overall circumstances and estate planning. While a lawyer may see a client for a few hours, an adviser and accountant holds a special fiduciary relationship with their clients and has an unparalleled knowledge of the client’s family circumstances and overall affairs.
Often the client, even after many years of requests, still ‘can’t find the time’ to see a taxation lawyer to attend to their Estate Planning. One solution is for you to build the Estate Planning documents on a law firm’s website.
I am an Adjunct Professor lecturing both the Estate Planning and Superannuation units at a number of universities around Australia. I have done so since 1999.
Of my seven degrees, four of them are in law including my doctorate. My research was in Estate Planning and succession planning.
I author the two Australian leading textbooks on Estate Planning: CCH Australian Estate Planning and Thompson Reuters’ Australian Financial Planning Handbook.
Our ‘3-Generation Testamentary Trusts’ include:
Our law firm has a strong pedigree in compliance in law, financial planning and accounting.
I sat on both the Legal Practice Board and Legal Practitioners Complaints Committee.
I was the Convenor of the Law Society’s Graduate and Academic Standards committee.
I currently sit on the Tax Institute academic assessment panel for both Advanced Superannuation and Tax for Trusts. I also sit as an Expert Assessment Panel Member. I sat on the Institute’s National Discipline Committee.
I was the national chairperson of the Law Council of Australia’s Law Management Group
We were in the first group of law firms to achieve the Law Society Quality Practice Standard.
Build these two documents. They provide you with best practice in building legal documents on our website.
Adj Professor, Dr Brett Davies, CTA, AIAMA, BJuris, LLB, Dip Ed, BArts(Hons), LLM, MBA, SJD
Legal Consolidated Barristers and Solicitors
National Australian law firm
National: 1800 141 612
Mobile: 0477 796 959
Email: [email protected]