Season 2 Ep. 18 Shareholding and your Estate Plan

26 June 2025 The Vicca Law Podcast Season 2 Ep. 18 Shareholding and your Estate Plan In this episode of The Vicca Law Podcast, the spotlight is on shareholding and estate planning—an often overlooked yet critical area for business owners. The discussion focuses on what happens to shares in a proprietary company after the death of a shareholder, and the importance of planning for that transition. Listeners will learn the differences between joint and sole shareholdings, how these interests are treated in an estate, and why the absence of a shareholders agreement can leave both families and business partners exposed to risk and uncertainty. The episode highlights the role a shareholders agreement plays in protecting the interests of all parties—outlining what happens to the shares, how they are valued, who can acquire them, and what happens if beneficiaries do not wish to participate in the business. Without such an agreement, business succession can be fraught with conflict, delays, and unexpected outcomes. For anyone who owns or manages a private company, this episode offers practical insights into how to align business ownership with estate planning to safeguard both personal legacy and business continuity. Don't forget to like, subscribe, follow and share The Vicca Podcast. Visit our website www.viccalaw.com.au. Ready to take the next step? Call us on 07 3138 9940 or visit our website www.viccalaw.com.au to book a FREE consultation. Don't forget to follow us on socials and keep up to date with the latest news: Instagram Facebook LinkedIn