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Business buy sell presentation
Published on 24 Sep 08
This presentation covers topics such as:
- forward risk planning
- how to identify prospects?
- the parties
- the funding
- what is the business worth?
- what is often overlooked?
- the agreement
- the insurance policy
- policy ownership
- self insurance
- reciprocal ownership
- trust ownership
- tax treatment of life insurance policies
- the premiums
- the transfer
- implementation
- wills.
Author profile
Tim Pepper
Tim holds a degree in law and arts and is an experienced commercial and taxation lawyer working with Brett Davies Lawyers a firm that specialises in taxation. Tim has for a number of years actively pursued an interest in succession law in connection with the transfer of inter-generational wealth and has written extensively and conducted seminars on the subject of business succession and estate planning and the application of the various transitional taxes influencing the transfer of assets and wealth. - Current at 24 September 2008
This was presented at Estate and Succession Planning Intensive .
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Individual sessions
Estate planning & superannuation
Author(s): Jemma SANDERSONMaterials from this session:
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Testamentary trusts
Author(s): Bernie O'SULLIVANMaterials from this session:
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Family trusts: Successful succession
Author(s): Bernie O'SULLIVANMaterials from this session:
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The business buy sell
Author(s): Tim PEPPERMaterials from this session:
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Claims against the estate (warnings for executors)
Author(s): Craig MCKIEMaterials from this session:
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Financial agreements
Author(s): Andrew DAVIESMaterials from this session:
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