Brisbane Elder Law & Estate Law
Elder Law – what is it?
We include in our Brisbane Elder Law practice, all the legal issues that you face as you get older including your Enduring Power of Attorney, Advanced Health Directive, Retirement Village entry and exit, Nursing home (low and high care) issues and your Will and Estate.
Estate Law – what is it?
Estate Law is more than just deceased Estates and Probate. It also includes Superannuation Death Benefit arrangements, Trusts (including Special Disability Trusts), Will and Estate disputes, Family Provision claims.
All I need is to prepare a simple inexpensive legal Will
No problem. Use our 1,2,3 Will Making process. The whole process can be done by email or you can come to our Brisbane office to sign your Will. Only one appointment is needed.
I have some specific questions about a Last Will and Testament
No problem. We offer a fixed fee 20 minute consultation with one of our expert Will making lawyers for less than it costs to get a tradie to your home. Email Bronywn Beveridge for a fixed fee quote.
How is Estate Planning different to Will making?
More wholistic consideration is given to the nature of your estate in an estate plan. Steps that can be taken to maximise the after tax benefits of your beneficiaries are carefully considered. Blended families also require special consideration and often the use of life interests. We also usually prepare an estate plan flow-chart for you.
The nature of your Estate
It is often overlooked that assets held in family trusts, family companies or superannuation funds do not necessarily form part of your estate that is dealt with in accordance with your Will. The succession of each of these assets and their structures, that have life after your death, must be separately considered in a succession plan to ensure that these assets benefit those you intend. Again we usually prepare a succession plan diagram for you.
Retirement Village & Nursing home issues
We advise clients on the Agreements that the providers of this accommodation and care put before you. They are lengthy, often complex documents and we explain them to you in easy to understand terms.
Enduring Powers of Attorney & Advance Heath Directives
We regularly assist clients in the preparation of Enduring Powers of Attorney and Advance Health Directives.
Succession for the family business & Buy/Sell Agreements
There are unique issues here that must be considered and particularly the ongoing control of the business (whether operated by a partnership, company or trust) if only some of your beneficiaries are involved in the business. We also prepare Buy/Sell Agreements and work in conjunction with your insurance adviser and accountant to achieve the best after tax result.
Testamentary Discretionary Trusts
The use of sophisticated trusts in your will can result in major after-tax benefit for your intended beneficiaries combined with significant asset protection advantages.
Superannuation – Binding Death Nominations & Self-Managed Superannuation Funds
We have often found that Binding Death Nominations need to be prepared and Self Managed Super Deeds require amendment in conjunction with estate planning to ensure that your loved ones receive the maximum after tax benefit.