Our private client services area offers a range of services for your personal legal needs. We provide tailored advice and unique documents to reflect the specific needs of you and your family. We work closely with financial planners and accountants to achieve the best results.
Wills, Estate Planning and Administration
Our team provides the full range of legal services relating to succession matters – estate planning, preparation of wills and attorney documents, obtaining grants of probate, assistance with estate administration and estate litigation.
Importantly, as an integral part of a commercial law firm, our Wills and Estates team has extensive commercial knowledge and understands the commercial framework associated with the preparation of wills, powers of attorney and estate administration.
Years of experience in the areas of business transactions, trusts, taxation, superannuation and investment markets enables us to advise on effective estate planning. It also means we can draft your will properly and administer your estate efficiently.
We can also help you make a claim against or defend a deceased estate. We understand the process and will help you attain the best possible outcome. Decades of experience enable us to advise wisely on when to settle a claim, and when to litigate.
Business Succession and Estate Planning
Our team provides innovative solutions to business succession problems. We develop estate planning strategies that provide families with certainty as to the future of a business in an environment that offers asset protection and significant income tax savings for future generations.
Our goal is to ensure you consider and utilise appropriate tax-saving strategies in the formation, operation or disposition of your business or investments. We help structure and complete transactions that are tax-efficient and commercial, and we work closely with you and your accountant to reduce taxes associated with business activities and significant transactions.
Superannuation is a core part of our practice. We can advise you on all aspects of superannuation law including prudential, compliance and taxation, particularly for self-managed superannuation funds.
We regularly liaise with accountants and financial planners to formulate suitable superannuation strategies in which you can invest for your retirement, allowing you to take advantage of substantial taxation benefits available through effective investment in superannuation.
Asset Protection, Bankruptcy and Debt Collection
With our strong expertise in bankruptcy and insolvency law, we have the knowledge and experience to provide effective asset protection. We can ensure that the appropriate steps are taken to protect family and personal assets for business owners and directors who could potentially be exposed to a claim.