Published on 21 Nov 14
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
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.
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 30 August 2016
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.