Estate & Business Succession Planning

Member Price: $15.00

Non Member Price: $20.00

Abstract: Succession planning is far more than making a basic will. It extends to protecting assets during any period of incapacity, handling superannuation in a tax effective manner and ensuring succession of entitles such as family trusts. It may also involve tough decisions such as passing control of business and other assets to certain family members to the exclusion of others.

Author profile: Bernie O'SULLIVAN
Bernie is a Partner with Maddocks. He specialises in all areas of superannuation, managed investments, trusts and estate and business succession planning. Bernie advises leading financial institutions, statutory trustee companies, superannuation fund trustees, accountants, financial advisers and high-net-worth individuals.
Current at 23 July 2008