• an assessment of the overall assets of the client, including those assets held in superannuation funds, trusts, life policies or in related companies
• possible reorganisation of a client's affairs to streamline the passing of assets to a spouse and future generations
• restructuring to take into account capital gains and other tax considerations
• strategies to minimise tax, to protect superannuation and pension entitlements and the control of assets
• advice to a client regarding possible claims against the estate under the Family Provision Act by persons claiming the deceased had a responsibility to provide for them.
• protection of assets against creditors or other risks relating to beneficiaries.

Proper succession planning may involve:

• a well planned Will and possibly a testamentary trust
• a binding nomination specifying the beneficiaries entitled to the proceeds of a superannuation fund on death
• the nomination of an appointor or guardian of a family trust to control the trust after the testator's death
• alteration of controlling shares in the family company
• asset transfer to avoid the impact of capital gains or income tax
• risk management and asset protection techniques designed to minimise or avert the impact of divorce, bankruptcy or death on a client's estate.

Our services in this area include the provision of advice on:

• drafting Wills and structuring testamentary dispositions
• establishment and reorganisation of trusts
• establishment of superannuation funds
• capital gains and income tax advice
• powers of attorney (both enduring and non-enduring powers of attorney)
• probate applications and administration of estates
• executorial and trustee services