Estate Planning

Our Practice

Your Will, as part of a well-considered estate plan, is essential to ensure your assets pass to your intended beneficiaries at the right time and in the most tax effective manner.  

This requires a thorough review and understanding of your unique personal 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.

Estate planning does not stop with your Will.  In order to achieve your objectives and to protect your estate, it may be necessary to use other instruments and strategies, such as enduring powers of attorney, discretionary trusts, testamentary trusts, letter of wishes and death benefit nominations for the control and disposal of superannuation.  A thorough estate plan will take a holistic view of your personal and financial affairs, so that a specific plan tailored to your aims and wishes can be designed.  

Professional planning is essential, so we will therefore work in conjunction with your accountant and financial advisor to ensure these matters are addressed at an early stage.  With our assistance and our dedicated, personal 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.

Our estate planning team also have experience in Attorney and Guardianship matters.

Our Expertise

Our team is able to provide expert assistance with:

  • effective estate planning, including advising on protection strategies where there may be potential claims against the estate and advising on issues for blended families or at risk beneficiaries
  • wills
  • enduring powers of attorney
  • testamentary trusts
  • effective taxation and financial planning, in consultation with your accountants and financial planners
  • preparing death benefit nominations to reflect your wishes in relation to superannuation
  • codicils to wills
  • advance health directives
  • letters of wishes
  • guardianship matters

Our Team

Please refer your enquiries to:

Brad Clark, Partner
(07) 3307 4527
bclark@shandtaylor.com.au

Kaylie Bourke, Special Counsel
(07) 3307 4548
kbourke@shandtaylor.com.au