In relation to the ‘Concierge’ package and the choice of books recently published by View Legal, these are as follows:
- The Nine Steps to a Complete Estate Plan
- Five Essential Estate Planning Articles
- Nine Essential Blue Journal Articles
- The Seven Key Aspects of Testamentary Trusts
- Inside Stories – Reference Guide (collection of blog posts)
- Laws of Life
- The Seven Key Aspects of SMSFs
- Six Foundations of the Taxation of Trusts
- The Seven Foundations of Business Succession
- Seven Essential Structuring Articles
- The Nine Foundations of Asset Protection
- The Dream Enabler
- The Dream Enabler Reference Guide
- The Dream Enabler Workbook
- 40 Forms of Trusts Workbook
- Estate Planning war stories Reference Guide
- Inside Stories – Adviser Tools Reference Guide
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What do you want to learn?
Introductory Estate Planning
The introductory estate planning course in View University is designed to provide participants a strong foundation in all the key aspects of estate planning.
Total CPD hours: up to 15 hours
Intermediate Estate Planning
The intermediate estate planning course in View University is designed to build on the introductory course.
Total CPD hours: up to 12.5 hours
Advanced Estate Planning
The advanced estate planning course in View University is designed to build on the introductory and intermediate courses.
Total CPD hours: up to 12.5 hours
Taxation of Trusts
The taxation of trusts course in View University is designed to provide participants with a strong working knowledge of all key aspects of the taxation of trusts.
Total CPD hours: up to 16.75 hours
Trust Structuring
The trust structuring course in View University is designed to provide participants with a strong working knowledge of all key aspects relevant to structuring and restructuring trusts.
Total CPD hours: up to 13.75 hours
The 7 Steps to Success – Implementing View’s Turn-key Adviser Facilitated Estate Planning Platform
The 7 Steps to Success – Implementing View’s Turn-key Adviser Facilitated Estate Planning Platform unlocks for advisers a step by step guide on how they can immediately implement facilitated estate planning for their customers.