Estate & Business Succession Planning 2011-12
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| Book only | |
| $180 Member |
$200 Non-Member |
| Online Subscription Package (3.5 CPD Hours) | |
| $220 Member |
$245 Non-Member |
By Bernie O'Sullivan FTIA
NEW 4th EDITION AVAILABLE July 2011!
A practical and strategic guide for accountants, financial planners and lawyers.
After sell-out first, second and third editions, this practical and strategic guide for accountants, financial planners and lawyers is now revised and expanded with new sections and updates for 2011.
Written in a straightforward style, this unique publication identifies planning outcomes, pitfalls and remedies with the adviser in mind.
This fully revised 4th Edition of Estate & Business Succession Planning is unique publication offering you 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; and
- 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.
New sections and updates
Building further on Australia's most practical and comprehensive estate and business succession planning guide, the fourth edition contains:
- a new chapter on family law and its impact on succession planning, including recent cases such as Ogden, Delaforce and strategies such as binding financial agreements; and
- a new chapter detailing the TEN MOST POPULAR ESTATE PLANNING STRATEGIES for your clients, including 'the blended family', the 'land-rich farmer'and 'the child who needs asset protection'.
Online Professional Package
Choose from a hard copy of the book or purchase our Online Professional Package, which includes:
- 12 months of access to the 2011-12 online book with updates
- Regular updates and email alerts
- Cross-references and links to legislation; and
- Online learning module (3.5 CPD hours for purchaser)
Want to find out more?
Take advantage of our FREE 14 DAY ONLINE TRIAL of Estate & Business Succession Planning.


