Life Interests and Estate Planning

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In this video Katerina Peiros and Tara Lucke dive into life interests and discuss their relevance in modern day estate planning… are they a clunky relic from the 80s, or can they be a valuable estate planning strategy? If you’re a lawyer, financial adviser or accountant, this video is for you.

  1. Tara Lucke - The Art of Estate Planning
  2. Estate planning
  3. Life interests
  4. Life estate
  5. Right to occupy
  6. Estate plan