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Should you offer estate planning to your clients? paper


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? With an ageing client base, now is the time to get your succession services into order but you need to be aware of both the risks and opportunities.

This practical paper discusses:

  • 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 September 2017
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This was presented at Estate and Succession Planning Masterclass .

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