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How to structure a Business Succession Plan presentation


Mixing succession law and commercial common sense with tax planning, this presentation will lead readers through the how-to plan for business succession and its integration with an individual's estate plan. Various forms of succession are considered with practical tips for dealing with family issues, management buy-outs, structures that get in the way and deveoping a Buy/Sell plan. Tax issues for each option and each step are covered including income tax, capital gains tax, stamp duty and GST.

Author profile

Julie Van der Velde CTA
Julie Van der Velde, CTA, is the principal of a specialised commercial law firm, VdV Legal, and has degrees in Business and Law and a Masters of Taxation Law. With over 20 years experience advising South Australian businesses, her practice focuses on taxation and trust law with an emphasis on estate planning, tax planning, business structuring, business succession and intergenerational transfers. Julie is The Tax Institute’s SME Chartered Tax Adviser for 2017 and is listed as a recommended Wills, Estates and Succession Planning lawyer in Doyle's Guide 2017. - Current at 22 January 2018
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This was presented at Estate and Business Succession Planning 2012 .

Get a 20% discount when you buy all the items from this event.

Individual sessions

The use of Testamentary Trusts and life interests in estate planning

Author(s):  Matthew TRIPODI

Materials from this session:

How to structure a Business Succession Plan

Author(s):  Julie VAN DER VELDE

Materials from this session:

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