Our senior lawyers have experience in advising on personal estate planning and business succession planning issues through to estate administration and estate litigation. We work closely with our clients to ensure that their testamentary wishes are accurately reflected in their Wills and other documentation. During this process we conduct a thorough review of the client’s family situation, financial situation, asset and corporate ownership structure. We work closely with our client’s accountant, financial planner, banker, agricultural consultant and other industry advisors (as applicable), to deliver advice which gives our clients the peace of mind which they deserve.
Our senior lawyers have expertise in advising clients in the following wills, estates and probate matters:
- Estate planning;
- Basic Wills;
- Enduring Powers of Attorney and Enduring Powers of Attorney;
- Advanced Health Directives;
- Binding Death Nominations;
- Business succession planning;
- Complex Wills, dealing with high net individuals, blended families, large asset pools, assets located overseas, complex corporate structures (i.e. Shareholder Agreements, Partnership Agreements, Unit Trusts, Joint Venture Agreements, Discretionary Trusts and Syndicate Agreements), Management Boards, Testamentary Trusts, Disability Trusts, Buy/Sell Agreements, Put and Call Option Deeds;
- Business Succession Agreements, including restructuring to facilitate succession planning and to implement Business Succession Agreements;
- Intergenerational farm transfers and Family Farm Exemption Transfers under the Duties Act;
- Powers of Attorney;
- Variations of Trusts and Vesting Deeds;
- SMSF advice;
- Applications for Probate;
- Applications for Letters of Administration;
- Estate and trust administration;
- Advice for Executors, Administrators, Trustees and Beneficiaries;
- Contesting and Challenging Wills, including claims under the Family Provision Act 1972 (WA), challenging Wills for being invalid due to deceased’s incapacity, undue influence of the deceased at the time of making the Will, fraud or forgery involving the Will;
- Deeds of Family Arrangement or Deeds of Settlement to document settlement of disputes;
- Applications for the appointment of Guardians and Administrators under the Guardianship Act 1990 (WA);
- Estate Disputes.