Published on 15 Aug 08
by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
communicating with your client
taxation advantage of testamentary trusts
asset protection advantages of testamentary trusts
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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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