From trusts to Wills and everything in between
We have the expertise to assist you with all aspects of estate planning, business succession, wealth preservation, and wealth transition. Being experienced tax lawyers provides us with greater insight into the delivery of this service offering. We are familiar with and sensitive to the emotions that can underpin these matters, so we take the time to understand your needs to ensure the transfer of wealth to your family and the succession of your business is exactly as you intend.
If there is a conflict between family members, we can help determine a solution, or, if circumstances require, we can represent you in court.
How we can help you
Wills & estates
Wills and testamentary trusts
Business succession planning
Letter of wishes
Enduring powers of attorney
Enduring powers of guardianship
Advance health directives
Philanthropy, including private ancillary funds (PAFs), charitable trusts, and deductible
gift recipients (DGRs)
Estate administration and probate
Estate disputes, including family provision claims
Trusts
Advice relating to all aspects of trust law
Trust structures
Preparing and establishing trusts (including family discretionary trusts, unit trusts, bare trusts, special disability trusts, child maintenance trusts, employee incentive trusts, will and testamentary trusts, and charitable trusts)
Varying trusts
Control of trusts, including succession of trustees, appointors, and guardians
Advising on the taxation of trusts
Trust disputes, including the rights and obligations of trustees and beneficiaries should things go wrong
Call or email us to discuss your needs today
