Succession Planning

Our Practice

Succession planning is essential to ensure your assets are passed to your intended beneficiaries at the right time and in the most tax effective manner. This requires a thorough review and understanding of your affairs and your aims and wishes for your estate and your beneficiaries. For many of us, these are the most important and difficult decisions we will ever make.

Successful planning does not stop with your will. It may be necessary to use other instruments and strategies, such as powers of attorney, discretionary trusts, testamentary trusts, letter of wishes and the control and disposal of superannuation to achieve your objectives and to protect your estate. Professional planning is essential, so we will therefore work in conjunction with your accountant and other professional advisors to ensure these matters are addressed at an early stage.

With our assistance and our dedicated and professional approach, you can be confident the future of your family will be protected to the greatest possible extent and your estate will be administered in a way that is clearly and easily understood by all parties. We will endeavour to resolve any issue on your family's behalf, easing the burden of your death on family members.

We also have experience in Guardianship matters before the Queensland Civil and Administration Tribunal.

Our Expertise

Our team is able to provide expert assistance with:

• effective estate planning
• wills
• testamentary trusts
• in consultation with your accountants and financial planners, effective taxation and financial planning
• implementation of your wishes in relation to superannuation
• codicils to wills for minor alterations
• enduring powers of attorney
• advance health directors
• discretionary trusts
• letters of wishes
• guardianship matter before QCAT

Our Legal Team

Please refer your enquiries to:

Kaylie Bourke	| Associate
John Shand	| Special Counsel
Ben McGuire	| Special Counsel
Ian McGilvray	| Legal Administrator