Wills, Estates and Succession Planning

By: Summers Legal  17-Sep-2014
Keywords: Commercial Property Lawyer

Are you concerned the assets being left to your intended beneficiaries will be threatened by a family dispute in the event of your passing? Have you recently acquired assets and have no estate plan in place? Have you ensured that your company, trust or SMSF succession plan is aligned with the provisions of your will? At Summers Legal we understand the complexities and sensitivity involved in protecting personal assets, assets held in trusts and business assets and the many possible threats or disputes that may arise in the event of your own or a family member’s death or loss of capacity. It can be an extremely daunting exercise and we are receptive to this. Our highly qualified and approachable Estate Planning team will ensure that estate and non-estate assets pass to your intended beneficiaries, assets transition in a tax effective manner, inheritances are protected from the claims of creditors and the family court, guardians are appointed for your minor children, suitable executors and attorneys are appointed to manage all affairs and finally that all vulnerable beneficiaries are protected. Our estate planning service delivers a holistic approach to our clients’ personal and financial affairs. We work closely with our clients, their accountants and advisors to develop and implement a comprehensive and strategic plan for the transition of their personal wealth and trust and company structures in the event of death or incapacity. Wills Testamentary Discretionary Trusts Enduring Powers of Attorney Enduring Powers of Guardianship Advance Health Directives Family trust succession Private companies and business assets Superannuation including SMSF succession Threats to estate Estate Disputes Grants of Probate & Letters of Administration Superannuation Complaints Tribunal Applications State Administrative Tribunal Applications Court ordered wills for persons lacking testamentary capacity Survivorship Applications Executor to beneficiary property transfers For all Wills, Estates and Succession Planning enquiries please contact Karolina Rzymkowska (08) 9420 8222.

Keywords: Commercial Property Lawyer

Other products and services from Summers Legal

18-Sep-2014

Employment Law

Has an ex-employee brought an unfair dismissal claim against you? Do you need an employment contract drafted or your existing


17-Sep-2014

Wills, Estates and Succession Planning

Are you concerned the assets being left to your intended beneficiaries will be threatened by a family dispute in the


17-Sep-2014

Family Law

Are you thinking of divorcing your spouse but are concerned about the impact this will have on you, your children


17-Sep-2014

Litigation

Do you have a contractual dispute? Are you experiencing a conflict or dispute in relation to an inheritance? Are you


17-Sep-2014

Commercial, Company and Business

Do you need help formalising arrangements between your shareholders or joint venture partners? Are you struggling to raise capital for