Trusts and Estate Planning

Planning for the future

Organising your personal affairs and your assets are the most important things you will do.  This can include planning for the immediate future, for the later years in life, supporting your family or friends or any special causes during your lifetime and after you have gone.

Trusts are a popular way of protecting your property and managing assets.  The use of a trust may also have some tax benefits for you. 

Trusts

A trust is created when a person, called the settlor, transfers property to people they appoint as trustees. The trustees are required to hold the property and use it for the benefit of the people named as beneficiaries.  The trustees are obliged to follow the purposes specified by the settlor in the trust deed.  Trusts can also be created in your will.

For our clients we have a trust booklet available "To Trust or Not to Trust: a practical guide on family trusts". For your free copy, contact us.

The proper preparation of trust deeds and other documents is essential and requires and experienced lawyer.

Our experts are available to assist and guide you through the process.

 

Estate planning 

 

Estate planning is the process of deciding what should happen to your assets should you die or become incapacitated.  It involves looking at your assets such as life insurance, superannuation, property, business, personal belongings and debts and putting a plan in place to deal with these.  You are taking steps to ensure your wishes can be carried out and an estate planning lawyer can help you design a plan that works for your circumstances. 

Contact our trust and estate lawyers

Rachael Robertson                                            Christine Eastgate

Ruperte Dobson                                                 Michael Bendall

Brett Kilbride                                                       Lorrin Currie

 

Contact us now to speak with an expert from our team.