Estate & Business Succession Planning
By Bernie O’Sullivan FTIA
A practical and strategic guide for accountants, financial planners and lawyers
Featuring two new chapters on succession planning for primary producers and, insolvency and death.
If you are an accountant, financial adviser or lawyer, you are on the precipice of one of the most exciting times in succession planning. This fully updated and expanded 2nd edition identifies planning outcomes, pitfalls and remedies with the adviser in mind.
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 on how to write a will. This is a practical publication that will:
- Provide advisers with a thorough overview of succession planning laws;
- Present case studies, tips, diagrams andstrategies to ensure the best outcome, pitfalls to be aware of and troubleshooting techniques; and
- Cover a comprehensive span of topics such as: superannuation, pensions, international issues in estate planning, powers of attorney, taxation issues, trusts, wills, insolvency, buy-sell agreements and more.
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;
- Online Learning Module;
- Benefit of 2.5 CPD hours towards your professional development (credited to the purchaser);
- Continuous online access through to June 2010 via our dedicated website www.successionplanningonline.com.au.
While we await the publication of the 3rd edition of Estate & Succession Business Planning in June 2010, we’re pleased to be able to offer a FREE 14 DAY ONLINE TRIAL of the 2nd edition of the book from 2009.
Register your interest here.