|
Contact Janet Lazzaro, Sydney; David Alexander, Chatswood; Bernadette Melhem, Mosman and Vin Goldrick, Chatswood
There are several reasons to plan your estate in advance and have well drafted wills and similar documents. Firstly, you need to know that you and your finances will be looked after by a responsible person should you become unable to do so. Secondly, to ensure your estate is dealt with as you wish after your death. Finally, to minimize the legal and financial issues faced by your family after your death.
Our experience in the areas of family law and estate litigation gives us a particular insight in to the ways family and will disputes can potentially affect family and business succession arrangements. We know how to draft wills to avoid the pitfalls.
We are familiar with practical income tax, CGT and stamp duty issues as they affect trusts, business succession arrangements, superannuation death benefits, restructuring of family business entities and deceased estates. We are also aware of Centrelink’s policies regarding benefits paid to people receiving pensions.
Areas of expertise include:
- Drafting of wills from the simple to the complex including mutual wills and will contracts, testamentary trusts and providing for dependants with disabilities
- Power of attorney and guardianship documentation
- Testamentary trusts
- Guardianship and administration tribunal applications
- Probate applications and letters of administration
- Estate administration
- Family provision claims including contesting the validity of wills due to claims of unconscionability or undue influence or lack of capacity
- Estate litigation such as claims of breach of trust or negligence by executors
GFM projects include:
- Regular Estate Planning seminars and information sessions
Home and hospital visits for incapacitated clients
|
Back