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Succession & Estate Planning

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Family Business Succession Planning

Whether businesses are conducted through a partnership, company or trust – few have effective mechanisms in place for the transfer of control in case of death, illness or retirement of one of the principals.

What if you had to work with your partner’s family members as part-owners? How do you ensure the value of your main asset can be realised by your beneficiaries? What happens if your partners can’t buy you out? What if you want a family member to take over your business?

Our services include:

  • Tax-effective buy/sell and option agreements.
  • Shareholder or unit holder agreements.
  • Lease options.
  • Funding arrangements.
  • Trusts for insurance policy proceeds.

Estate Succession Planning

This involves considering how your estate and your family may be impacted by Capital Gains and other taxation issues, Matrimonial or Domestic Partnership Law, and exposure to business risks.

Your family may have special needs or you may wish to have greater control over who benefits from your estate. This often involves a review of the current structure and control of your assets. We may then recommend that you put in place options or directives to take effect on your death or that you should have a Will that creates Inheritance Trusts or Estate Trusts.

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The Firm

Robert Saunders & Associates provides quality personalised service to ensure the best possible outcome for his clients.

Robert offers legal services including wills and estates, representation on criminal matters, business structures, drafting contracts and leases, debt recovery and bankruptcy proceedings.

Our Advantages

  • Personally handle any legal problem
  • Home visits and after hours appointments are available by arrangement
  • Have the expertise and knowledge to handle your matter with skill and professionalism

Contact Us

  • 5/40 Station Avenue
    Blackwood SA 5051
  • (08) 8278 6800
  • (08) 8278 6358
  • [email protected]

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