Navigating charitable giving structures to support your client’s legacy. 18 May 2022

STEP NSW Branch invites you to a special event with Equity Trustees.

The evening will be hosted at The Establishment in Sydney and will include a lecture with Mercia Chapman TEP and Denise Cheng and conclude with networking and refreshments.

About the event

With greater wealth being accumulated in one’s lifetime, a legal advisor supporting a client during the estate planning process is well placed to provide support to activate a family’s charitable legacy, whether this is during the client’s lifetime, or beyond.

During this session, Mercia Chapman TEP, Senior Legal Counsel and Denise Cheng, Relationship Manager at Equity Trustees will share case studies identifying the various charitable giving structures available to Australian philanthropists, how these can interact with an estate plan and also outline the key questions that legal advisors can ask to understand if a client, or their family is ready to activate their giving legacy.

Date: Wednesday 18 May 2022

Time:   

• 17:30 AWST arrival and welcome drinks
• 18:00 AWST seminar
• 18:45 - 20:00 AWST networking and refreshments

Cost: AUD60 STEP Members, AUD90 Non-Members

Location: Establishment Room III, Establishment, 252 George Street, Sydney

This event will be offered for in person attendance only. The event will not be live-streamed or recorded.

Refund policy: refunds up to one day before event.

Sponsor: Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients including asset management, financial advice, estate planning, and philanthropic services.