Estate planning Succession 2012

Successful succession planning

Source: Western Australia

Published Date: 23 Aug 2012

 

One very important aspect of any business structure is the effectiveness with which the business or structure can be passed on to the next generation.

In this presentaion, Ken Schurgott covers:

  • The role of the adviser
  • Succession planning techniques for partnerships, trusts and companies
  • Utilising superannuation in succession planning
  • Updating estate and succession planning documents when restructuring
  • Family disputes, family provision and mutual wills.

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Individual Session

Successful succession planning

Author(s): Ken Schurgott
Materials from this session:

Details

  • Published By: Ken Schurgott
  • Published On:23 Aug 2012
  • Took place at:Quay West Resort, Bunker Bay

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Estate planning Succession 2012

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