Careful planning and structuring of succession arrangements for both personal and business interests is vital in avoiding disputes, minimising tax and ensuring that your estate is ultimately passed on as you intend to your beneficiaries.
We know how important it is to understand the unique history and concerns of your family or organisation, and your plans for the future, so that we can give you appropriate advice. We are sensitive, discreet and practical in our handling of the many aspects of succession and estate planning.
We are mindful that many of our clients have interests and assets overseas, as well as in Australia. We are also cognisant 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 relation to their estates. With the resources of our international associated firms, we are able to advise in relation to the protection, distribution and recovery of assets located globally.
If litigation involving wills, trusts or estates becomes unavoidable, we are here to help. We have acted for claimants as well as executors and trustees in will disputes, breach of trust actions, family provision claims and estate litigation. We have also acted in estate disputes involving assets in multiple jurisdictions overseas.
Our Trusts and Estates Team's expertise includes:
- Asset protection
- Family trusts
- Estate planning
- Wills and testamentary trusts
- Business succession
- Charitable giving
- Family disputes
- Not-for-profit structures
- Trust disputes