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Succession planning: prevention is better than cure presentation

Published on 11 May 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation looks at:

  • strategies to minimise claims against your estate
  • dealing with family trust succession
  • letters of wishes - advantages and risks
  • superannuation death benefit nominations.

Author profile:

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning. Current at 26 July 2016 Click here to expand/collapse more articles by Bernie O'SULLIVAN.
 

This was presented at Death & Taxes.

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

Individual sessions

Succession planning: prevention is better than cure

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Claims against wills

Author(s):  Richard BOADEN

Materials from this session:



Further details about this event:

 

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