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Successful succession planning paper

Published on 23 Aug 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

One very important aspect of any business structure is the effectiveness with which the business or structure can be passed on to the next generation.

 In this paper, Ken Schurgott covers:

  • The role of the adviser
  • Succession planning techniques for partnerships, trusts and companies
  • Utilising superannuation in succession planning
  • Updating estate and succession planning documents when restructuring
  • Family disputes, family provision and mutual wills.

Author profile:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009 Current at 25 March 2009 Click here to expand/collapse more articles by Ken SCHURGOTT.
 

 

This was presented at 45th Western Australia State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

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Author(s):  Tom Thawley

Materials from this session:


The ship of Theseus and other trust perplexities

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Philanthropy: Tax planning and sustainable giving

Author(s):  Peter DOWLING

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Further details about this event:

 

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