Wills, Estates and Succession Planning
Careful planning and structuring of succession arrangements for both personal and business interests are vital to avoid disputes, minimise tax, preserve and protect your assets, and ensure that your estate passes to your beneficiaries, as you intend.
We understand that everyone's situation is unique. We take the time to understand the history of your family and business, as well as your plans for the future, to develop and implement your estate planning strategy.
Probate and estate administration
Whether you have been appointed as an executor, or a partner or family member has died without a will, we can assist. We have experience in all aspects of estate administration from obtaining Grants of Probate and Letters of Administration, to liaising with banks and superannuation funds, transferring and selling real estate, establishing testamentary trusts, and distributing assets to beneficiaries.
We are sensitive, discreet, and practical in our approach to estate planning. We draw upon our extensive experience to provide you with appropriate, effective, and wholistic advice.
Estate planning with assets overseas
We are mindful that many of our clients have interests and assets overseas, as well as in Australia. We also realise that some of our clients have dual citizenship or may not be considered to be domiciled in Australia - all of which may affect the application of succession law in concerning their estate. With the resources of our international associated firms, we can advise on the protection, distribution, and recovery of assets located globally.
What happens if an estate or will is disputed?
If litigation involving wills, trusts, or estate administration becomes unavoidable, we are here to help. We act for claimants seeking further provision from an estate, as well as executors and trustees defending against claims.
Our experienced litigation team can assist you with will disputes (including testamentary capacity challenges, undue influence claims and informal wills), family provision and breach of trust claims.
Our team's expertise includes:
- Estate planning
- Wills and testamentary trusts
- Incapacity planning for legal, financial, health and personal matters
- Asset protection
- Business succession
- Family trusts
- Probate and Letters of Administration
- Charitable giving
- Not-for-profit structures
- Family disputes
- Trust disputes