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Canberra Wills Lawyers can provide you with specialist advice on all aspects of Will and Estate Planning

Superannuation and Family Trusts

Wills

Whether it is straightforward or complex we can help you put in place a Will that meets your objectives. Making a Will ensures you decide who you give control of your estate to and how your estate will be divided on your death.

Testamentary Trusts

A testamentary trust is a trust established within your Will. It commences only upon the death of the testator. The purpose of a testamentary trust is to protect the assets accumulated during the testator’s lifetime. It is particularly worthwhile considering a testamentary trust when the beneficiaries of the estate are minors, have a disability, are vulnerable (eg spendthrift tenancies) or if you simply want to protect your beneficiary’s inheritance from claims by third parties (eg in a relationship breakdown or bankruptcy event)

Enduring Powers of Attorney/Enduring Guardianship

An enduring power of attorney/enduring guardianship is a legal document granting others power to make financial, personal (lifestyle) and medical decisions on your behalf. We can talk you through the options and the risks to assist you in putting in place an enduring power of attorney which ensures your interests are taken care of in the event you are unable to make decisions for yourself.

Tax Effective Estate Planning

We can work with you and your advisors to put in place an estate plan to effectively manage taxes on your death for your beneficiaries.

Asset Protection

We can work with you and your advisors to put in place an estate plan to effectively manage taxes on your death for your beneficiaries.

We have extensive experience in advising clients onthe treatment of their superannuation as part of their estate plan, whether an industry, retail or self-managed superannuation fund. We also routinely advise clients on the operation of their family trusts as part of their overall estate plan.

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