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Business estate/succession planning

Published on 15 Oct 02 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses what a business estate/succession plan is, how to define the objectives with the client, understanding the legal structure and financials, the four likely scenarios, and what are the key issues for each?

Author profile:

Michael SCHNEIDER
Michael is a partner of the Sydney city commercial law firm Conway Maccallum where he specialises in estate planning, business succession and related fields. He is the founding Director of Estate Planning Specialists Pty Limited, a company offering estate planning related services to individual customers, dealer groups and fund managers nationally.
Current at 15 March 2006

 

This was presented at Death and Taxes - The Only Two Certainties.

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Individual sessions

Estate planning essentials

Author(s):  Chris TSOVOLOS

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