Estate & Succession Planning

Our estate planning services include working closely with you and your advisers to formulate strategies to protect your wealth and testamentary wishes while managing the complexities of family dynamics and relationships. 

Relevant Services

  • Preparing wills coupled with testamentary trusts

  • Preparing enduring powers of attorney

  • Preparing advance health directives

  • Reviewing family structures to ensure that there is a smooth succession of family businesses, properties and other assets to the next generation and advising on strategies to deal with succession issues prior to death

  • Nominations for superannuation binding death benefit

  • Protective trusts for at risk or vulnerable beneficiaries

  • Transferring control of trustees or trusts outside the estate

  • Drafting business succession agreements (buy/sell agreements) for businesses with multiple owners/controllers

  • Restructuring businesses in a tax and stamp duty effective manner to achieve succession planning objectives

  • Reviewing and advising on transfer of trading companies, family trusts and self-managed superannuation funds