Estate planning Succession 2014

Family succession planning - Governance and tax issues

Source: South Australia

Published Date: 21 Nov 2014


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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.

Individual Session

Family succession planning - Governance and tax issues

Author(s): Ben Wilson CTA


  • Published By: Ben Wilson CTA
  • Published On:21 Nov 2014
  • Took place at:Stamford Plaza, Adelaide

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Estate planning Succession 2014

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