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This book is only available in PDF format


Authors: Chris Kelly, Greg Kelly
Published: 24 October 2014
Pages: 40

Introduction

Surprisingly clients, who work hard to build up their business and other assets, often neglect to think about the risks that they face. Typically most clients will only come to see their lawyer because they have a particular transaction they need legal assistance with: buying or selling a property for example.

When opportunities like this present themselves, lawyers need to be aware of the importance of talking about wider concerns, including protecting assets. It is easy to overlook these wider concerns and to confine ourselves to carrying out the specific instructions.

If we take our time to talk through our clients’ position more widely, it will often become apparent that little thought has been given to the various ways in which clients can protect themselves. Wills, enduring powers of attorney, trusts and other structures are not necessarily in the forefront of our clients’ thinking. By pointing out the potential risks and the ways in which these can be dealt with, we can add value as professional advisers and build client loyalty.  

This seminar paper considers first the risks that clients face and then reviews the various steps that can be taken to avoid or minimise such risks. 
 

Content outline

 
  • Asset protection update
    • What are the risks?
    • What are the solutions?
    • Gifting arrangements
    • Sticking to the script
View contents page
Chris Kelly 2014 Greg Kelly
Chris Kelly
Greg Kelly Law Limited
Wellington		 Greg Kelly
Greg Kelly Law Limited
Wellington

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