Using the case study, analyse Sonya and Charles’s estate planning and business succession risks and needs.
Case study Sonya (58) and Charles (61) are a married couple with two children: Peter (27) and Carly (29). Charles has a daughter, Marie (36), from a previous relationship. Charles has an engineering business that manufactures components used in mining. The business is held in a family trust. He started that business 25 years ago. […]