Phone: +61 2 9267 7311
Interviews by arrangement at:
Estate planning involves the consideration of superannuation, life insurance, tax and structuring & risk issues. We work closely with your accountants, financial planner and other advisors to ensure a holistic and sound strategy is developed for you or your business.
Areas of expertise include:
Preparation of Wills, Testamentary Trusts, special Powers of Attorney, custom-built trusts and documentation for family and business succession arrangements, tying in Estate planning with Family Trusts and self managed superannuation funds
Business succession including life insurance funded buy outs of partners or their estates
Avoiding and managing family conflict over business succession, asset protection, business succession agreements, Binding Financial Agreements for married and de facto couples and associated companies and trusts, and documentation of family-friendly secured debt
Testamentary trusts tailored to the succession planning goals
Risk assessment for small business owners in cases of potential family law and estate disputes, the third party powers of the Family Court, insolvency risks, advice on asset restructuring taking into account risks of family disputes, potential insolvency claims as capital gains tax, stamp duty impacts and potential insolvency claims
Advice on administration and tax issues confronting Executors of deceased estates, Trustees and controllers of first and second generation Family Trusts as well as Trustee and executor duties
Advice on practical tax, CGT and stamp duty issues as they affect companies, trusts, business succession arrangements, superannuation death benefits, restructuring of family business entities and deceased estates
Protective trusts for vulnerable dependants
GFM projects include:
Advice on contesting a Will and lodgment of a Family Provisions Act claim involving undue influence and mental incapacity.
Action against Trustees for breach of duty and recovery of trust funds