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Estate planning for blended families paper

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?

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 Practical Issues for Succession Planning.

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

Individual sessions

Passing control of family trusts

Author(s):  Graeme HALPERIN

Materials from this session:


Estate planning for blended families

Author(s):  Bernie O'SULLIVAN

Materials from this session:

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