Succession & Estate Planning, Trusts & Asset Protection

Effective estate planning will ensure your assets, including property, trusts, investments and more, are provided to the intended beneficiaries. This reduces the chance of conflict between beneficiaries and protects the estate assets from claims by unintended recipients.

Our lawyers combine legal experience with an incisive and pragmatic approach to resolving issues for individuals and families in their estate planning and business structuring.

We act for numerous high net worth Western Australian families and individuals, including working closely with client’s accountants and financial advisers. 

David Williams and Chris Osborn have each received the designation Trust & Estate Practitioner (STEP) by the Society of Trust and Estate Practitioners (STEP).

Our expertise includes advising in relation to:

  • Establishing and varying trusts and asset protection structures
  • Business succession planning and estate planning
  • Complex wills
  • Family discretionary, testamentary and unit trusts
  • Preparing Self-Managed Super Fund Trust Deeds
  • Preparing Enduring Powers of Attorney and Enduring Powers of Guardianship
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Our relevant experience includes:

  • Advising high net worth family on separation of extensive interests in property syndicates, unit trusts and other business structures as part of intergenerational wealth transfer
  • Advising high net worth executive on separation of personal investments from those of his employers
  • Advising high net worth individual on implementation of testamentary trusts in circumstances where adult children were in dispute
  • Advising farming families on intergenerational wealth transfer of family farms in a transfer duty and tax effective manner
  • Advising various high net worth families on succession planning and generational relationship agreements

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