Free online webinar: Understanding the largest intergenerational wealth transfer in history

As the largest intergenerational wealth transfer in history unfolds, many of us are taking the opportunity to consider the legacy we wish to leave – not only for our families, but for the communities and causes we care about. 

With significant assets moving between generations over the coming decades, proactive estate planning is more important than ever for ensuring our wishes are protected and that our values continue beyond our lifetime.

Join experienced estate planning lawyer David Davis for a free online webinar exploring the trends shaping this unprecedented shift and learn about practical insights to help you approach your estate and legacy considerations with greater confidence, clarity and purpose.

David is Special Counsel at Davis + Haven Legal, and for over 35 years has acted for clients on a range of matters including estate and business succession planning, companies and trusts, including variations and restructuring, and estate administration and estate litigation. David has contributed policy at State and Federal levels regarding powers of attorney and advance care directives and presents regularly at State and National conferences.

During this 45-minute webinar, David will share insights into:

• Why the best estate plans are built well before they are needed
• Protecting family wealth and reducing the risk of future disputes
• Tax-effective ways to provide for family, friends and charitable causes
• How different structures help preserve wealth and your long-term wishes
• Practical considerations to help you plan with greater confidence

Please register below to secure your spot.

For any enquiries please contact Kristy Lawler on (03) 9231 3365 or email kristy.lawler@svha.org.au

A Zoom link will be sent 24 hours prior to the webinar.

We look forward to seeing you online!