Our private clients team has extensive experience in all aspects of discretionary, unit and testamentary trusts.

This includes taxation, distribution and net present entitlement issues, distribution resolution drafting, variations to trust deeds (both under a power contained in the trust deed and via Court order under the Trustee Act 1958), changes of trustees, appointment of successor appointors and guardians, general interpretation issues, and application of Duties Act 2000 exemptions.

In addition to our Smarter Law online entity trust establishment service, we have extensive experience in all aspects of trusts including:

For more information and an introduction to trusts read our Introduction to trusts.

Key contact

Emma has extensive experience advising clients in estate planning/administration, succession, trust structures and disputes.

Related thinking

Private Clients| 05 Jul 2022

SMSFs in estate planning: takeaways for inheritance disputes

Recent cases involving superannuation death benefit nominations provide a timely reminder that SMSFs continue to be at risk of dispute.

Private Clients| 28 Jun 2022

High Court confirms what we already know about SMSF BDBNs

The High Court decision in Hill v Zuda is also a good reminder that the key aspect of an effective BDBN is complying with the terms of the SMSF deed.

Private Clients| 24 May 2022

Voluntary assisted dying legalised in NSW

Voluntary assisted dying will be legalised in New South Wales, the last state in Australia to pass legislation to allow terminally ill adults to choose to end their lives.

Private Clients| 03 May 2022

Do you have trust issues? Removal of beneficiaries

In the final part of our trust series, we look at removing beneficiaries from discretionary trusts.