Private Client Services.

Our Private Client team work directly with brokers, financial planners, accountants and individuals in providing expert, practical and tailored advice on all aspects of estate planning, business succession planning, estate administration, contested estates and trust matters.

Some of the ways we help our clients

Standard Wills

Preparation of standard wills which appoint an executor and distributes personal estate assets to nominated beneficiaries.

Complex Wills

Preparation of complex wills incorporating testamentary trusts such as discretionary trusts, special disability trusts, protective trusts, charitable trusts and life interest trusts to meet the particular needs of beneficiaries.

Estate Planning

Tailored estate plans which consider the particular needs of beneficiaries and the distribution of estate and non-estate assets including foreign assets, family trusts, superannuation (including self-managed superannuation funds) and corporate structures.

Business Succession Planning

Tailored strategies to plan for the succession of businesses, including amendments to deeds, buy/sell agreements and shareholders agreements.

Powers of Attorney

Preparation of Powers of Attorney which appoint trusted individuals to make legal and financial decisions in the event of illness, incapacity or absences due to travel.

Appointments of Enduring Guardian/Medical Powers of Attorney

Preparation of Appointments of Enduring Guardian/Medical Powers of Attorney which appoint trusted individuals to make health and lifestyle decisions in the event of mental incapacity.

Estates

Administration of estates and advising executors, administrators and beneficiaries of deceased estates of their duties, rights and obligations on all estate related matters, including contested estate litigation.

Trusts

Assistance and advice with the creation and administration of various trusts, including testamentary trusts, family trusts, special disability trusts, protective trusts, charitable trusts and compensation trusts.