+ Wills and Estate Planning

The work we do in this area is wide ranging and includes:

• Asset protection and protective trusts
• Contested estates
• Expressions of last wishes
• Guardianship advices
• Probate
• Succession planning
• Family considerations
• Testamentary trusts
• Wills and Powers of Attorney
• Small business CGT concessions
• Superannuation and Self Managed Super Funds
• Drafting and amending superannuation trust deeds

Estate planning is far more than just drafting a tax effective will. Very frequently it involves a review of our clients' discretionary and unit trusts and a consideration of their business succession plans as well.

By liaising closely with our clients' insurance brokers, financial planners and accountants, we put together estate plans which cover all aspects of our clients' needs.

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