Estate & Business Succession Planning
By Bernie O'Sullivan FTIA
NEW 3rd EDITION AVAILABLE NOW!
After sell-out first and second editions, this practical and strategic guide for accountants, financial planners and lawyers is now revised and expanded with new sections and updates for 2010.
Written in a straightforward style, this unique publication identifies planning outcomes, pitfalls and remedies with the adviser in mind.
This fully revised 3rd Edition of Estate & Business Succession Planning is like no other text on the market. It offers a practical format with tricks and traps, case studies and examples for identifying planning outcomes, pitfalls and implementing remedies.
The text is structured to follow the typical cycle of the estate and business succession planning process.
Key features and benefits:
- Provides advisers with a thorough overview of succession planning laws in every Australian jurisdiction while outlining complex issues in an accessible way;
- Presents case studies, tips, diagrams and strategies to ensure the best outcome, pitfalls to be aware of and troubleshooting techniques;
- Covers a comprehensive range of topics, including wills, superannuation, family trusts, testamentary trusts, estate litigation, international issues in estate planning, powers of attorney, and taxation issues;
- Online learning module (3.5 CPD hours) containing practical questions with access to an online version of the book.
- Expanded section on Private Ancillary Funds;
- Commentary and examples on treatment of loans to and from family trusts and companies;
- Succession issues for blended families;
- Claims (incapacity and death benefits) against superannuation; and
- Commentary on trustee company legislation; and updates reflecting changes to legislation, case law and ATO/SCT decisions during the past year including:
- ATO rulings and interpretive decisions on SMSFs, main residence laws and taxation of trusts arising from deceased estates
- important Superannuation Complaints Tribunal decisions on superannuation death benefits
- family provision cases influenced by the domicile of the deceased
- changes to intestacy rules
- cases on attorneys and conflicts
Online Professional Package
Choose from a hard copy of the book or purchase our Online Professional Package, which includes:
- Printed copy of the book
- Access to online book from July 2010 to July 2011
- Complimentary updates and email notifications
- 3.5 CPD hours for purchaser
- BONUS sample Will Instruction Form
Take advantage of our FREE 14 DAY ONLINE TRIAL of the 3nd edition of Estate & Business Succession Planning. Register your interest at www.successionplanningonline.com.au.
