- Expert advice on creating a will to make sure your wishes are carried out.
- Preparation of power of attorney and appointing an enduring guardian.
- Support for executors through the probate and administration process.
- Effective representation for estate, trusts and superannuation disputes.
- Business succession planning for families, companies and business partners.
How we can help you…
Our wills and estate planning lawyers can help with:
- Wills, including (where appropriate) the inclusion of tailored Testamentory Discretionary Trusts
- Estate planning including formulating planning strategies
- Preparing a power of attorney
- Appointing an enduring guardian
- Superannuation nominations
- Farm succession planning
- Business structuring, asset protection and business succession planning
- Planning where there are family law issues or concerns
- Planning for family members with disabilities including special disability trusts
- Planning for blended families, second marriages and torah and other religious family dynamics that you can rise to planning challenges
- Planning for potential claims, challenges and contesting against an estate
- Family trusts including establishment, changing trustees amending trusts and providing for the future of trusts
- Companies including establishment, amending consultations andging directors and shareholders, putting in place shareholder agreements
- SMSFs, including establishment updates to rules, changes of trustee and special death benefit nominations
- Memorandums of Wishes, facilitating family meetings and other practical solutions
- A full range of commercial and property services and attend to any transactions to facilitate your current and future planning.
How can we help executors of estates?
We support and guide executors through the probate and estate administration process, from start to finish. Each estate is different, and we can identify what needs to be done.
We can:
- confirm the nature and value of assets
- assist in arranging the finalisation of taxation matters
- advise executors about what they should do to protect their interests including estate claim periods
- dealing with realising assets and paying liabilities and attending to distributions
Help and advice for beneficiaries
We advise and act for beneficiaries of estates and trusts about their rights and entitlements. A beneficiary may also need to access our advocacy services in your dealings with the executor or trustee. This can be a complex area, and having an expert lawyer on your side can greatly assist.
If you are a trustee of a trust, or hold a control role in a trust, we can assist you with trust administration services, advice and representation.
Estate and trust disputes and litigation
We provide strong and effective representation to those involved in disputes involving estates, trusts and superannuation.
Disputes involving an estate or trust can be complex, and often personally challenging for those involved. We will explain the court process to you, and guide you through it. Our lawyers have experience in court appearances and conducting final hearings.
You will be kept fully informed as your matter progresses, and will have our assistance to plan and implement litigation strategies. We will guide you through the costs at various stages, and about the cost risk of litigation in your particular case.
Estate and trust litigation forms an important part of our full service litigation services. Our lawyers include several of the most experienced and capable litigation lawyers in Tasmania.