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  • Family succession planning – Governance and tax issues paper

Family succession planning – Governance and tax issues paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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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, CTA 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, family groups and large corporate entities with businesses in a range of industries. - Current at 30 August 2017
Click here to expand/collapse more articles by Ben WILSON.

 

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