Succession Planning
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Succession Planning

SUCCESSION PLANNING

 

Our Succession Planning Group offers practical, innovative expertise in succession planning for you and your family business. 

We will assist you in considering the critical issues that affect you and your family, and to develop a customised plan that solves those issues – including preparing your wills and other associated documents necessary to ensure that you, your business and your assets are well looked after.

Our experienced professionals can provide tailored solutions to enable your family members to be adequately provided for, whilst still being protected from the special risks posed by their circumstances.

 

Services

Our Succession Planning Group’s area of expertise includes:

  • wills
  • testamentary trust wills
  • powers of attorney
  • advance care directives
  • protective trusts
  • special disability trusts
  • superannuation death benefit nominations
  • documenting family loans, gifts and forgiveness of debts
  • SACAT applications for appointment as guardian or administrator

Contact
T: (08) 8111 4000
F: (08) 8111 4099
E: This email address is being protected from spambots. You need JavaScript enabled to view it.

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