ESTATE PLANNING LAWYERS SYDNEY

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Estate Planning Lawyers

Peace of mind for you and your family

Planning your legal affairs in the event of death can be complicated. Many people think this just means preparing a simple will. They could not be more wrong.

Our Estate Planning Lawyers assist with the planning and management of your assets to ensure that you and your family can cope with future risks, especially death & disability. We can also help you to protect your financial assets in the event of future claims arising from bankruptcy, family law claims and more.

Our Estate Planning Lawyers are involved in more than just putting a will in place. They are about securing your assets in the most tax effective way, to benefit and provide for those you care about, in the event of your incapacity or death, or even arising from bankruptcy or legal prosecution.

Our experienced lawyers have significant expertise in helping clients to protect their assets through estate planning.

For most people the majority of their assets are not covered by their will. These include;

Life insurance
Superannuation
Joint Assets
Family Trusts

Don't risk missing your ultimate deadline

- your assets do not benefit the people you want
- your beneficiaries pay unnecessary tax
- your assets are at risk of claims by people seeking a part of your estate
- your intended beneficiaries may miss out if:
  – your spouse or partner remarry
  – your spouse or partner is at risk from creditors or legal claims
  – your children are too young or unwise to manage assets
- unnecessary difficulty, stress, delay and expense incurred by your family i.e. you have left your family a mess with which to cope
- disputes; legal costs; potentially years of litigation, reducing dramatically the value of your estate that you worked so hard to create
- if you wanted to benefit a charity or create a foundation/scholarship – it could fail if challenged.
- reviewing the ownership structures you have for your assets (including property, investments, superannuation and life insurance)
- examining key estate planning issues that apply to your circumstances with a goal of minimising taxation and implementing tax-efficient structures for asset ownership
- identifying the best way of providing for your dependents, and minimising potential claims against your estate
- reviewing the protection of your assets (including once they are in the hands of your beneficiaries after you die) against creditors and breakdowns of their relationships
- preparing documentation to give effect to the identified solutions, whether it be wills, testamentary discretionary trusts, superannuation death benefit nominations or a restructure of family business structures (such as family trust trustees, business succession agreements or the like)
- Documentation to deal with incapacity (including powers of attorney, appointment of enduring guardian and/or living wills)
- preparing and reviewing family trust deeds and superannuation deeds to ensure they are current and relevant
- advising on and implementing testamentary trusts, which can offer taxation and asset protection advantages.

Estate planning law experts with years of speciality

Assistance with estate planning

Assistance with estate disputes

Transparent fee structure

OUR EXPERTISE

How we can help you with Estate Planning Lawyers

No matter where you are in Australia, our highly experienced lawyers can provide highly personalised legal services to meet a diverse range of needs across all areas of Estate Planning Lawyers.

Wills

Our wills & estate planning team is highly experienced in the Will planning & preparation area. We are able to ensure that all vital requirements are fulfilled, and advise you on factors to consider, ensuring that upon your death, your estate is distributed in accordance with your wishes.

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Power of Attorney & Enduring Guardianship

Establishing an Enduring Power of Attorney is easy with the assistance of one of our Estate Planning Lawyers. An enduring power of attorney gives the appointed lawyer control of your financial decisions, even if you were to lose mental capacity.

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Estate Disputes

Estate disputes or contested estates arise for many reasons. A will may not exist, or it cannot be located. It may have been poorly drafted meaning that an intended beneficiary misses out on an inheritance or receives a much-reduced share.

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Probate

When a will is drawn up, it should nominate an executor who will assume responsibility for distributing the estate in accordance with the terms of the will. Contact one of our Estate Planning Team for expert advice that will help streamline and simplify the administration of your probate responsibilities.

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Trusts

A variety of trusts are available that serve different purposes, including the minimisation of tax and protection of assets. Long Saad Woodbridge is experienced in advising on and establishing all types of trusts. These include family, unit, superannuation and testamentary discretionary trusts as an example.

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MEET THE TEAM

Our Estate Planning Lawyers Team

Executive Lawyer

Executive Lawyer

Special Counsel

Special Counsel

Special Counsel

Consultant

Solicitor

Solicitor

Solicitor

Paralegal

THE LATEST INSIGHTS

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