Business Succession and Estate Planning

OUR FOCUS

Business succession agreements and estate planning should be an integral part of the planning and structuring of the financial affairs of every business and individual with diverse property and financial interests. Unfortunately it is an area that is neglected or often overlooked.

Our focus is to assist in wealth creation and wealth protection of our clients' assets and businesses.

BUSINESS SUCCESSION PLANNING

At MBP Legal we can assist you,  your accountant or your financial planner to undertake a review of your financial and business affairs as part of an overall business succession plan.    A business succession plan may incorporate one or more of the following:

• Shareholders Agreement
• Succession Agreement
• Insurance Funded Buy Sell Agreements
• Life and Total permanent disability policies
• Asset restructure agreements using CGT small business and rollover concessions
• Employee share plan scheme (retention of key employees)

ESTATE PLANNING

At MBP Legal we can offer you innovative and well constructed estate planning solutions and services to achieve yor estate planning objectives. An estate plan may incorporate one or more of the following:

• Will trusts to maxmise distributions to estate beneficiaries 
• Use of asset protection trusts to shield at risk or vulnerable beneficiaries
• Superannuation strategies to maximise distribution of superannuation benefits 
• Self managed super fund and Instalment Warrant Trust  
• Nominating successors to exercise your discretionary trust powers
• Power of Attorney and Enduring Guardian appointments

OUR TEAM

Peter McCrohon – Partner
B.A.   LL.B.   M.Com.  M.Tax.  FTIA
Direct Line: 9220 9620  Email: p.mccrohon@mbplegal.com.au

Karin Bergseng – Partner
LL.B. (Hons)  M.Tax.  FTIA
Direct Line: 9220 9601  Email:  k.bergseng@mbplegal.com.au

Stacey Smith – Senior Lawyer
LPAB  M.Tax ATIA
Direct Line: 9220 9640  Email:  s.smith@mbplegal.com.au