We are a leading wills, estates and succession planning, and wills and estates litigation firm ranked in Chambers Asia Pacific 2019 for private wealth law.
Our Private Clients team are praised for their “responsiveness, technical competence and client-centric values” and “the depth of their knowledge and the manner in which they explain what can be a complicated area to clients” – Chambers Asia Pacific 2019.
We advise private clients, including business owners, high net worth individuals and families. We are mindful of the often emotional nature of dealing with a client’s personal affairs and are skilled at navigating all relevant issues with sensitivity to achieve the desired and appropriate outcomes.
Our team’s extensive experience includes:
- preparing or updating estate and succession planning documents, including wills with testamentary trusts, letters of wishes and documents to deal with incapacity to allow trusted persons to make medical, lifestyle and financial decisions if the client is unable to make such decisions
- advising on trusts, including establishing trusts, continuing administration, dealing with succession of control of trusts, managing special disability trusts, undertaking trust deed reviews, and advising on trust interpretation and trust disputes
- preparing business succession planning, including by way of sale and inter-generational transfer, buy sell agreements and shareholder/unitholder agreements
- administering estates (probate and letters of administration)
- resolving private client disputes, including trust disputes and claims for further provision to be made out of the estate of a deceased person
- advising on asset protection structuring to minimise the exposure of assets to creditors and the Family Court
- advising on charity and philanthropy, including establishing and administering charitable trusts and foundations
- advising on superannuation and taxation, and
- advising on migration and international wealth.
Thinking| 18 Mar 2020
One reality of COVID-19 is that many people will need to self isolate or be quarantined, or worse still be treated for the virus. At a practical level, being able to get things done becomes harder. Advances in technology have reduced some issues; however, there are many instances where people need to be formally authorised to make decisions for you.
Thinking| 05 Mar 2020
Following the introduction of the new Guardianship and Administration Act on 1 March, there are a number of key provisions that need to be considered. A number of these new provisions also apply to administrators and guardians appointed under the earlier GAA. Partner William Moore digs deeper into some of the new provisions that have been introduced.
Thinking| 26 Feb 2020
Changes to Victorian guardianship laws simplify and modernise guardianship, protecting and promoting the human rights and dignity of adults with a disability, including the elderly and those with age-related illnesses and impaired decision making. It also introduces new offences. Lawyer Juliet O’Brien outlines the key issues that those involved with guardianship and administration matters for represented persons need to be aware of.
Thinking| 11 Dec 2019
In our Talking Tax update on 8 November 2019, we flagged the fact that the NSW government had recently introduced the State Revenue Legislation Further Amendment Bill 2019 (Bill), which proposed to make amendments to the Duties Act 1997, the Land Tax Act 1956 and the Land Tax Management Act 1956. The Bill, if passed as anticipated, will impact clients holding NSW residential property in their discretionary family trusts.