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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.

Current as at 30 June 2015.

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%.


Available: In Stock
Price: $110.00
Item Code: EBSP

A practical and strategic guide for the trusted adviser

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