Private Client Services

Our Private Client Services team is able to assist our clients with all of their personal legal issues, from wills and estate planning to superannuation, tax and conveyancing.

We work to ensure that our clients' assets are protected and distributed to beneficiaries as intended.  We regularly prepare Powers of Attorney and Enduring Powers of Attorney for any Australian State or Territory, and have extensive experience at trust creation, including Special Disability Trusts.  Our team advises clients on appropriate structures needed to protect their estate and achieve their superannuation objectives.

Our expertise includes:

Estate planning - Indivduals

  • Preparation of Wills
  • Testamentary trust Wills
  • Appointing a Guardian
  • Powers of Attorney, including Medical Powers of Attorney
  • Taxation compliance for trust and superannuation funds
  • Trust and superannuation fund establishment and advice
  • Wealth management involving complex succession issues and family structure reviews

Estate planning - Businesses

  • Establishment of family trusts
  • Business succession
  • Taxation compliance for trust and superannuation funds
  • Transfer of title for a commercial property
  • Trust and superannuation fund establishment and advice
  • Wealth management involving complex succession issues and family structure reviews

On the passing of a loved one

  • Deceased estate administration
  • Disputed wills and inheritance claims
  • Probate applications
  • Transfer of title for residential and commercial property

Creating a Will for a blended family

More than ever before, society is now made up of blended families. When two families come together with children, your Will still needs to reflect and consider your new family structure, your children and the person/s you both trust to make decisions about your estate once you've passed.  When or if your relationship changes, your Will needs to reflect your new situation.

Meet our estates team and get some answers to some of the commonly asked questions by listening to this 37 minute podcast and meet and hear from Michelle Gold and Eleanor Heffernan.  If you'd like to make an appointment to create or update your Will, contact us for an appointment.