Estate Planning

We assist our clients develop their estate and succession plans. An important role is to identify suitable legal professionals for our clients to work with and make sure the final documents truly reflect your wishes.

Estate and succession planning is no longer just about making a will. Apart from the will, enduring powers of attorney, letters of wishes, family trusts and related agreements will all be used where necessary to meet a client’s objectives.  A client’s succession planning is about ensuring that the right assets end up with the right people at the appropriate time and we work with our clients to ensure this objective is carried out as best we can.

Testamentary discretionary trusts and lineal descendant trusts are used regularly to assist our clients to achieve their objectives of preserving their estate assets for their intended beneficiaries while also providing beneficiaries with the most tax effective options available to them at law.  We assist high net worth individuals, deal with complex family affairs and also specialise in managing the succession planning of business owners and professionals including those in high risk industries.