We are a leading wills, estates and succession planning and wills and estates litigation firm in Doyle’s Guide to the Australian Legal Profession, 2018.
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| 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.
Thinking| 06 Dec 2019
In the last video of our series examining the five key SMSF estate matters you must talk to your client about, Partner William Moore recaps the key points you need to consider.
Thinking| 28 Nov 2019
In the sixth video of our series examining the five key self managed super fund (SMSF) estate matters you must talk to your client about, Senior Associate Sam Baring takes you through some recent cases that provide a useful starting point for discussion with your clients, and which also make great war stories around what clients should be avoiding in relation to their SMSFs.
Thinking| 21 Nov 2019
In the fifth video of our series examining the five key self managed super fund (SMSF) estate matters you must talk to your client about, Lawyer Juliet O’Brien highlights issues to consider when deciding if your client’s superannuation death benefit nomination is to be binding or non-binding.