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.
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 September 2017