Published on 18 Sep 09
by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- life interests, life tenancies and other strategies
- are mutual wills an option?
- who should be trustee and what powers should they have?
- what problems are arising in current court actions?
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
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