Estate Planning Lawyer | Succession Planning Lawyer | Brisbane & Gold Coast

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.

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 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. Read more ...

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.

Online Estate Planning Resources

Will LawPack

Executors Checklist (Everything Your Executors & Trustees Wish You Told Them) LawPack

Estate Planning LawPacks Bundle (Qld) SAVE OVER 50%