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Should you offer estate planning to your clients? paper

Published on 16 May 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Your website probably says that you provide estate planning and business succession advice. But what advice are you really providing, and are you doing this in the most cost-effective way? Are there additional services that could amount to a new revenue source for your practice? With an ageing client base, now is the time to get your succession services into order.

This practical paper covers:

  • what to tell clients about your estate and succession planning services
  • when is advice “legal advice”?
  • what is an estate plan?
  • what is the best way to engage a lawyer?
  • how to protect your role as the client’s trusted adviser.

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 NSW 6th Annual Tax Forum.

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