Published on 01 Aug 10
by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE
Estate & Business Succession Planning: A Practical and Strategic Guide for Accountants, Financial Planners and Lawyers is now in its third edition. Written by practising experts and structured to follow the typical cycle of the estate and business succession planning process, it identifies planning outcomes, pitfalls and remedies. The Taxation Institute is proud to launch Estate & Business Succession Planning this month. This is an edited extract from the book.
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