Estate and wealth succession planning including:
- Business succession
- Complex family arrangements
- Asset protection including family trusts and superannuation funds
- International assets
- Charitable gifting
- Vulnerable beneficiaries
LLB, CTA, TEPAbout Bernie
Bernie O’Sullivan established Bernie O’Sullivan Lawyers after over 30 years working in the trustee industry and with major Australian law firms. Bernie advises individuals, families and business on all aspects of wealth succession, creating succession plans tailored to a client’s personal requirements, often in collaboration with a client’s adviser. Client’s circumstances are often complex and Bernie provides clear and practical solutions.
Bernie is an author and regular presenter at seminars for accountants and financial advisers and lectures at universities and educational institutions.