Estate and Business Succession Planning
Estate and Business Succession Planning
A practical and strategic guide for accountants, financial planners and lawyers
Written by Bernie O’Sullivan, Partner, Maddocks Lawyers,
If you are an accountant, financial adviser or lawyer, you are on the precipice of one of the most exciting times in succession planning. Your clients need you. And you need to be helping them – for your own sake.
Preparing for change
Succession planning is far more than just making a will. It involves succession of other entities that your client may control including superannuation funds and family trusts. It may also involve tough decisions such as passing control of business and other assets to certain family members to the exclusion of others.
Written in a straightforward style, this publication presents these complex issues in an accessible way with the adviser in mind at every turn. It is not a legal text, nor a guide to how to write a will. This is a practical guide that will:
- provide advisers with a thorough overview of succession planning laws;
- present case studies, tips, diagrams, strategies to ensure the best outcome, pitfalls to be aware of and troubleshooting techniques;
- cover a comprehensive span of topics such as: superannuation, pensions, international issues in estate planning, powers of attorney, taxation issues, trusts, wills, buy-sell agreements and more.
Your role in succession planning
If you are an accountant, financial adviser or lawyer, you are on the precipice of one of the most exciting times in succession planning, and your client will look to you.
Online Professional Package
You have the flexibility to secure a hard copy of the book or to purchase our Online Professional Package which includes:
- access to an online version of the book with one bonus update during the year.
- an Online Learning Module.
- the added benefit of 2.5 CPD hours towards your professional development (credited to the purchaser).
- you will need an Internet connection and a Web browser to undertake the Learning Module.
- this module will take around 2.5hours to complete, including reading time, from the comfort of your own desk.
- continuous online access through to December 2008 via our dedicated website www.successionplanningonline.com.au.
You can also take advantage of a free 14 day online trial of the book. Register your interest here.