Careful, considered and precise estate planning and succession advice to ensure family and business assets are transitioned as intended
Our estate planning and succession team work closely with you and your other professional advisors to design your estate planning strategy and draft practical legal documentation for the smooth transition of your personal assets as well as entities in which you may accumulate wealth including companies, family trusts and superannuation. Our lawyers are assisted by state of the art technology, including our online induction that lets you begin your Will online in your own time and space.
Estate planning
We design estate plans for our clients that include:
- Wills (including those with testamentary trusts)
- Enduring powers of attorney
- Superannuation binding death benefit nominations
- Protection strategies where there are potential claims against the estate
- Protective trusts for at risk or vulnerable beneficiaries
- Transferring control of trustees or trusts outside the estate
- Reviewing and advising on transfer of trading companies, family trusts and self-managed superannuation funds
- Specific advice regarding issues for blended families
- Specific advice regarding issues for rural family business
- Dealing with a loan to family or friends if it is not repaid or otherwise finalised prior to your death
Estate administration
- Both routine and non-routine, including Grants of Administration in common form
Estate litigation
This includes:
- Family provision applications
- Grants of Administration in solemn form
- Construction applications
- Applications for and against personal representatives and QCAT applications
Self-managed superannuation funds
- SMSF advice and strategy
- Compliance advice including enforceable undertakings and rectification and breaches, estate planning strategies and solutions
- Advice and implementation of estate planning strategies including reversionary pensions, binding death benefit nominations
- Superannuation and family law issues
Estate documentation
- Establishing a SMSF
- Limited recourse borrowing arrangements (LRBA)
- Trust deed updates
- Change in trustees
- Incorporate special purpose trustee companies
- Pension documents
- Binding death benefit nominations
- Unit trust structures
- Designed for SMSF investment compliance
- Death benefit payment documents
- Prepare or review documents to reflect a family or friends loan to ensure it gives effect to your instructions
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