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A matter of trusts: Managing trust successions for family businesses

Published on 01 Feb 11 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

In addition to the usual difficulties in managing succession for trusts, advisers should be encouraged to give consideration to business and family values when consulting to family businesses.

Author profiles:

Dan Simmonds
Dan is the Managing Principal of The Lantern Legal Group Pty Ltd with offices in Geelong, Melbourne, Ballarat, Bendigo and Albury. Dan is accredited by the Law Institute of Victoria as a specialist in business law and by Family Business Australia as an accredited adviser. Dan holds a number of external appointments as a director or business advisory committee member of 15 family businesses. His practice is focused on assisting families in business handling and relationships and resolving business challenges. Current at 29 July 2016 Click here to expand/collapse more articles by Dan Simmonds.
 
Marie De Stefano
Marie De Stefano is a lawyer in the Harwood Andrews Lawyers' Business Law Department. Marie provides practical advice to accountants, small and medium enterprises and private clients in areas such as business structuring, taxation, superannuation, commercial agreements and succession planning. Current at 18 August 2011
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