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  • Family succession planning – Governance and tax issues paper

Family succession planning – Governance and tax issues paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 Nov 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • overarching documents
  • governing documents
  • estate planning documents
  • tax considerations for restructures
  • importance of understanding interaction between all documents
  • consequences on death of failure to implement a succession plan properly.

 

Author profile

Benjamin Wilson CTA
Ben Wilson is a partner with law firm Cosoff Cudmore Knox. He has a wide range of experience in corporate and commercial transactions and in advising clients on estate planning and business succession planning issues. He acts for high net wealth individuals and family groups with businesses in a range of industries. - Current at 20 July 2012
Click here to expand/collapse more articles by Ben WILSON.

 

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