Estates and Succession
We bring clarity to complex issues to help you plan for the future, safeguard your legacy and provide a source of comfort and strength during times of grief and uncertainty.
While everybody needs an effective estate plan, this area of law has become even more important for Australians in recent years as we approach the greatest intergenerational wealth transfer in our history in coming decades. The ever-changing composition of family, and the significant increase in property and other asset values raises the importance of taking proactive steps to protect your family and your legacy.
Our multi-disciplinary practice team can support you in all aspects of succession law, including estate planning, administration and litigation. We specialise in working with high net worth individuals, complex business structures and sensitive matters to create tailored and effective plans based on your needs.
Specific services
Estate planning
We help you plan ahead for how your health and wealth is managed across every stage of life – putting you in control of your future with astute advice to guide your decision making and the legal knowledge to ensure the right protections are in place.
Document drafting
Our experienced team can assist with drafting all legal documents, from wills (including testamentary discretionary trusts) and enduring powers of attorney to advance health directives, providing you with clear and effective records to avoid uncertainty and potential disputes.
Complex estate planning
When you have complex business structures or family dynamics, estate planning can become more involved. We have significant experience in navigating complex estates and succession matters to minimise the risk of disputes and disharmony, particularly as circumstances change over time.
Business succession planning
For family-owned businesses, maintaining an effective and up to date succession plan is critical. We can help establish appropriate structures, navigate asset protection and tax planning, or with other matters to assist family-owned businesses work successfully towards the future.
Estate administration
During times of grief and uncertainty, our understanding and efficient team can provide comfort, support and guidance for your family. Our goal is to help you navigate what can be a complex administration process as quickly as possible to distribute assets and resolve any conflicts.
Estate disputes and litigation
Our team is highly experienced in navigating all areas of estate disputes and litigation. We work with clients to defend or pursue will validity claims due to capacity issues or undue influence, claims against executors or trustees for breaches of their obligations, superannuation disputes and family provision claims.
Attorney advice and disputes
Acting as an attorney for someone under an incapacity can be a significant and complex undertaking that sometimes leads to disputes. We work with clients to effectively negotiate and resolve disputes between attorneys and other stakeholders to provide greater certainty and minimise the impact of legal costs.
Family office and advisory
We provide guidance and support to significant families through effective project and risk management and advice. We participate in business and family advisory boards to provide scalable support for families and leaders based on our extensive experience.
Key contacts
We work to build authentic relationships where our experience and dynamic counsel combine to deliver invaluable insights that drive your success.
private client
I wanted to pass on our thanks for the professional manner in which you have assisted our clients over the past few years. The feedback from our clients is always positive. It gives us comfort knowing you both share the same professional standards in which we do.
Referrer
I just wanted to say your work is exceptional, I can’t thank you enough and as always extremely appreciative for the support.
Private client
We would like to thank you both for your time and effort during the mediation and for making the day as easy for us as it possibly could be given the circumstances. We are very grateful and pleased with your work and spent most of the drive home talking about how great you both were with the strategy and outcome.
private client
Insights
Leading expertise, nationally recognised
Connect with our dynamic legal advisors to unlock your astute advantage and shape greater outcomes for your business, your people and your community.
Contact our Estates and Succession experts
Our experienced team is here to help you navigate through any challenge with confidence and expertise. Contact us now for a consultation.