Estate & Business Succession Planning, 7th edition

Written by Bernie O'Sullivan

A practical and strategic guide for the trusted adviser

This is a highly practical guide for accountants, financial planners and lawyers. Australia’s most comprehensive estate planning and business succession guide.

What’s covered in the seventh edition?

• New chapter: Finance & accommodation for the aged and disabled – the hottest issue for advisers at present, looking at:
  • living options for older clients and younger disabled
  • home care package reforms
  • reverse mortgages
  • funding models for different accommodation types
  • strategies to maximise benefits
  • disabled and personal injury clients
• Superannuation and death benefits – learn what recent case law is saying about obligations of trustees
• Dealing with digital assets on death
• Business succession – the latest ATO views on buy-sell funding
• Taxation of estates and trusts – significantly expanded chapter.

Key features and benefits:

• provides a thorough overview of succession planning laws in every jurisdiction
• presents case studies, tips, diagrams and strategies to ensure the best outcome
• discusses pitfalls to be aware of and troubleshooting techniques
• covers all succession planning topics, including:
  • wills and powers of attorney
  • testamentary trusts
  • claims against estates
  • superannuation
  • family trusts
  • international estate planning
  • tax consequences of death
  • family law and death
  • business succession planning.

Members: Usually $195.00. Non-members: $220.00 - save 50%.