This session looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client. We will look at what trusts are available to your clients and why you would use them.
Mimi is a specialist in estate planning, deceased estate matters and tax related issues.
She has extensive experience in all aspects of estate planning, including the preparation of testamentary trust Wills and advising on various asset structures such as family trusts, special disability trusts and superannuation funds.
She has acted for a wide range of individuals including notable high-net worth individuals and family groups in respect to obtaining grants of probate, dealing with contested estate matters and capacity issues.
Her background in taxation from a big four accounting firm and also having completed her Master of Laws (taxation specialisation with distinction average) means that she can provide tax conscious advice which is becoming a necessity given the increasing complexity of family group structures and asset holdings.