Estate Planning

Every person should have a Will and relevant Powers of Attorney (Enduring Financial/Personal) and appoint Medical Treatment Decision Makers. They should also consider and be advised on possible advanced care directives and support person appointments.

Preparation of your Will may be a relatively simple exercise or it may require an understanding of complex structures involving inter-related personal, business, discretionary trust and superannuation issues.

We are conscious of the need for a Will to be supplemented, in many instances, by necessary amendments/appointments/notices under related discretionary trust and superannuation deeds.

We have developed sophisticated testamentary trust provisions which ensure that, in the case of large estates:

• assets are distributed to beneficiaries in the most tax effective manner
• assets are protected against attack by creditors or separated partners/spouses of beneficiaries