Estate Planning

Trust Creation and Management

We can establish various types of trusts, including family trusts and discretionary testamentary trusts, to provide flexibility and protection for your assets

Superannuation Planning

Our team advises on superannuation strategies, including binding death benefit nominations and the creation of superannuation proceeds trusts, to ensure your retirement savings are distributed according to your wishes

Tax Efficient Strategies

We develop estate plans that minimise tax liabilities, taking advantage of provisions such as excepted trust income for minor beneficiaries

Conflict Prevention

Our lawyers anticipate potential areas of dispute and implement strategies to reduce the likelihood of family provision claims or other legal challenges to your estate

Documentation of Intentions

When necessary, we assist in documenting your reasons for specific estate planning decisions, which can assist in defending against potential claims

Superannuation and Estate Planning

Our lawyers provide expert guidance to ensure your superannuation benefits are seamlessly integrated into your overall estate plan.

We start by conducting a thorough review of your superannuation arrangements, including fund structures, binding death benefit nominations, and beneficiary designations.

Our team can advise on the most tax-effective strategies for distributing your superannuation, taking into account the unique tax treatment of super benefits paid to different types of beneficiaries.

We assist in drafting and updating binding death benefit nominations to ensure they are valid, current, and aligned with your wishes.

Our lawyers can help structure your estate plan to potentially minimise taxes on superannuation death benefits, such as using testamentary trusts. We also provide guidance on coordinating your superannuation nominations with your will to avoid unintended consequences or conflicts.

By leveraging our expertise, we help you create a comprehensive estate plan that maximises the benefits of your superannuation while ensuring your wishes are carried out and your loved ones are provided for in the most advantageous manner possible.

Comprehensive Estate Plans

We provide holistic estate planning services, including:

• Drafting clear and legally sound wills
• Preparing enduring powers of attorney and advance care directives
• Advising on strategies to minimise the risk of estate litigation

Why Choose Us

• Extensive experience in complex estate planning matters
• Tailored solutions to meet your unique family and financial circumstances
• Commitment to protecting your legacy and providing for your loved ones

Contact us today to schedule a consultation with one of our expert estate planning lawyers. We’ll work with you to develop a comprehensive plan that gives you peace of mind about your family’s future.