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Estate and succession planning paper

Published on 20 May 11 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the role of the adviser
  • succession for partnerships, trusts and companies
  • equalising gifts and dealing with loans
  • updating documents.

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 Family Planning: Structuring and Restructuring the Family Business.

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