WHAT WE DO REALLY WELL

Succession Planning, Wills & Estates

We understand that family businesses bring with them their own set of challenges. They are unique in that the place of business is usually also the family home and multigenerational families often have different, sometimes conflicting, expectations of succession. We work with all the key individuals with a vested interest in the succession plan, and the main advisors to the business including accountants, financial advisors, and communication facilitators to assist you to identify and develop the people and structures to carry on your family or farm business to the next generation.

Regional Business Lawyers also assists private families with wills, enduring powers of attorney, and guardianship documentation. After a family member has died we can guide families through the process of obtaining probate and managing an estate.

Our Expertise

• Assistance in negotiation and/or mediation of decisions;

• Advice in relation to structuring possibilities;

• Advice in relation to the taxation and duty consequences of decisions; and

• Drafting the documentation to give effect to the plan.

• Wills: simple or complex

• Testamentary trusts

• Nominations in relation to superannuation funds

• Agreements for mutual wills

• Powers of attorney

• Guardianship appointments

• Advanced care directives applying for and managing probate or intestacy

• Providing specific advice on likely success or otherwise of family provision claims

• Liaising with superannuation, insurance, and financial institutions in relation to estate assets

• Finalising transaction of assets in accordance with probate or intestacy outcomes

Our Experience

• Complex testamentary trust for a blended family with significant property assets

• Advice on constructive trust claim from a family member

• Drafted wills alongside a partnership agreement to ensure consistency and avoid issues during probate

• Facilitation of family meetings