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?
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