Personalised advice on how to best plan and structure your substantial private estate to ensure your wishes are executed
Let our private advisory team work closely with you to plan your estate. We can also work seamlessly with your other trusted advisors to ensure you get the most out of your estate.
Experience
- Drafting wills (including those with testamentary trusts)
- Drafting enduring powers of attorney
- Preparing advance health directives
- Nominations for superannuation binding death benefit
- Protective trusts including Special Disability 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
