Interplay between asset protection and estate planning

25 October 2022

Mahoneys Partner Antony Harrison recently joined Paul Copeland (William Buck), Scott Montefiore (William Buck) and Chris Mariani (Medical and General Risk Solutions) on a webinar for Royal Australasian College of Physicians (RACP) members where they discussed strategies for “keeping your money in the family”.

The webinar, which attracted over 140 attendees, was aimed at doctors who are looking to protect their wealth from potential claims and to ensure that any legacy they provide their families is protected. Specifically, Antony covered the important interplay between asset protection and estate planning.

A copy of the webinar – titled “Succession and Wealth Legacy (keeping your money in the family)” – can be found on RACP’s past event presentations page. A big thank you to Peter Dewar (RACP), The Professional Medical Practice (PMP); and Jordan Gardiner (William Buck) for arranging this important webinar.

In the meantime, if you have any questions about asset protection or estate planning feel free to contact Antony (who heads up Mahoneys dedicated medical practice team).