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.

Succession 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 powers of attorney, discretionary trusts, testamentary trusts, letter of wishes and put in place arrangements for the control and disposal of superannuation. 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 Administrative Tribunal (QCAT).

Our Expertise

Our team is able to provide expert assistance with:

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

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 

Ian McGilvray, Legal Administrator
(07) 3307 4530
imcgilvray@shandtaylor.com.au