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Estate and Business Succession Planning

Published on 14 Nov 2001 | Took place at Novotel Adelaide on Hindley, Adelaide , SA

This seminar estate and business succession planning, explaning how practitioners can 'value add' to their services by providing clients with succession plans that take into account taxation, funding and succession issues.

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

Individual sessions

Business succession planning

Author(s):  Bernie O'SULLIVAN This seminar paper discusses business succession planning and answers the questions: what are the taxation issues that surround buy/sell agreements?; what are the events that trigger a buy/sell agreement?; how can the buy out be funded?; life insurance policies - how should they be owned?

Materials from this session:

Estate planning : case studies

Author(s):  Bernie O'SULLIVAN This seminar paper presents a series of case studies on estate planning.

Materials from this session: