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
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.
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.
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.
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.
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.