Atty. Bernie O'Sullivan

One of Australia’s leading estate planning lawyers, Bernie has over 40 years’ experience advising individuals, family groups and businesses on all aspects of estate and business succession. Often acting as advisor to prominent families, Bernie’s knowledge of family trusts, superannuation and estate and elder law enables him to provide clear, practical solutions for clients with complex family and asset structures. He is often asked to provide a second opinion on existing succession plans.

Accountants, financial planners and other advisers regularly refer clients to Bernie because of his collaborative approach and plain-English advice. Bernie is lead author of Estate and Business Succession Planning, widely regarded as Australia’s leading text on succession planning, now in its 8th edition. He is a sought-after public speaker by many professional and educational bodies.

Bernie’s areas of practice include:

• Complex estate and incapacity planning
• Family trusts
• Superannuation including SMSFs
• Business succession
• Asset protection
• Disputes and litigation
• Family Office advice
• Taxation
• Charitable Trusts

Professional associations and publications:

• Associate Executor & Trustee Institute
• Affiliate Securities Institute of Australia
• The Law Institute of Victoria
• The Tax Institute
• Society of Trust and Estate Professionals (STEP)
• Lead Author, Estate and Business Succession Planning, ISBN: 978-0-9925810-8-4 published by The Tax Institute
• Deakin University Lecturer and Author, Estate Planning (undergraduate and postgraduate)
• KAPLAN Insurance, Succession and Estate Planning module co-author