Key services:
- Drafting both simple and sophisticated tailored Wills (incorporating testamentary trusts, special disability trusts
and protective trusts, where required). - Providing options and solutions to clients in relation to their particular circumstances, including where there is a blended family, a child with special needs, asset protection issues and taxation and/or pension considerations.
- Drafting simple and complex incapacity documents (including powers of attorney, appointments of enduring guardian and advanced care directives (or “living wills”).
- Reviewing and advising on Superannuation Death Benefit Nominations (public funds and self-managed superannuation funds).
- Reviewing, advising and amending company constitutions and/or trust deeds from an estate planning perspective.
- Advising on potential claims against a will maker’s estate and providing solutions on ways to attempt to prevent a successful challenge.
- Advising and assisting clients with the administration of a deceased persons’ estate.
- Advising and assisting clients with their entry into a retirement village including organising settlement and reviewing the relevant lease or loan/license agreement.
- Advising and assisting clients (or their family members) with their entry into a residential aged care facility.