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.
Ben Wilson, CTA, is a partner with CCK Lawyers. 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
08 July 2019