Careful planning and structuring of succession arrangements for both personal and business interests is vital in protecting assets, avoiding disputes, minimising tax, preserving assets and ensuring that your estate is ultimately passed on to your beneficiaries as you intend.
We know how important it is to understand the unique history (or 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 and administration.
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 relation to their estates. With the resources of our international associated firms, we are able to advise on the protection, distribution and recovery of assets located globally.
Our trusts and estates team's expertise includes:
- estate planning
- wills and testamentary trusts
- asset protection
- business succession
- family trusts
- probate and letters of administration
- charitable giving
- not-for-profit structures
- family disputes
- trust dispute
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.
If litigation involving wills, trusts or estates becomes unavoidable, we are here to help.