Ten estate planning strategies – free from Estate & Business Succession Planning

View these ten strategies, taken from Estate & Business Succession Planning, 7th edition, covering:
  • the nuclear family 
  • the wealthy nuclear family
  • problem children
  • the blended family 
  • the blended family and life interest
  • elderly and single
  • same-sex couples
  • dealing with the family trust
  • dealing with public offer superannuation interest
  • dealing with a self-managed superannuation fund.

View these ten strategies online, and purchase your copy of Estate & Business Succession Planning, 7th edition from our website today.

Bernie O’Sullivan, CTA, is Principal of Bernie O’Sullivan Lawyers, an independent law firm that specialises in wealth succession. He advises individuals and their advisers in regard to estate planning, superannuation, family trusts and business succession, and acts in disputes relating to these arrangements. 

Bernie is the author of Estate & Business Succession Planning, now in its seventh edition, and a regular presenter at The Tax Institute’s seminars and conventions.


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