As the “Great Wealth Transfer” of $3.5 trillion from the Baby Boomer generation begins, understanding the role of executors and trustees is crucial. Watch our on-demand webinar and learn how to navigate trust disputes, tax considerations, and the complexities of estate planning.

This session will equip you with essential strategies to manage wealth transfer effectively and avoid common pitfalls. Perfect for advisors, executors, and trustees alike.

What you will learn:
• Lessons learned from succession planning gone wrong
• The role of independent executors and trustees
• Key tax issues that often arise in estate administration

Download webinar resource

Managing an estate isn’t just emotional – it’s complex. Our experts break down key risks, duties, and practical solutions in this easy-to-read guide. Get the insights you need to make informed decisions.

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Contact our team

If you would like assistance in any of these areas, please contact our team below or your Pilot advisor on 07 3023 1300.

Kylee Smith Partner – Tax Advisory

Jane Leeuwendal Associate Director – Forensic

Tom Howard Associate Director – Tax Advisory