Business and Personal Succession Planning

The future is an unknown.  Therefore planning for the transfer of ownership and control of assets built up during your lifetime and ensuring their preservation is essential. 

Estate planning is more than just preparing a valid will.  Many assets a person controls will not even form part of their estate.  A good estate plan will ensure that ownership and control of a person's assets passes to the intended beneficiaries in a way which protects those assets should a beneficiary experience any legal difficulties (e.g. bankruptcy, divorce etc) and tax effectively. 

It is also important that every business owner has a succession plan in place if they should die or become incapable of working.  Our solicitors provide the expertise and practical experience to assist with the protection of your wealth during your lifetime and the smooth transition of your assets on death so your mind can be put at ease. 

Working closely with your financial advisers, our team will devise and implement your estate planning strategy and a business succession plan if required to suit your particular circumstances and we will always be on hand if you require further assistance in the future, including any changes to your circumstances. 

Our lawyers provide particular expertise in:

• Wills (including complex Wills with testamentary trusts)
• Enduring Powers of Attorney
• Trusts
• Family (self managed) superannuation funds
• Asset and inheritance protection
• Buy/Sell Agreements

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Name: Mark Valente | Position: Partner

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Biography: More about Mark