Wills, Succession Planning, And Estate Disputes

Wills, Succession Planning, And Estate Disputes

Death is unfortunately one of the inevitabilities of life. Planning for the future is crucial, not just for you, but for those you leave behind.

Whether you’re looking to establish a will, create a comprehensive succession plan, or resolve a dispute over an estate, our firm offers the expertise and support you need to navigate these sensitive, emotional and often complex matters.

With substantial experience working with high-net-worth families in Adelaide, we are well-versed in the unique challenges that come with managing significant estates and the nuances of inter-generational business and trust succession. Our approach to wills and succession planning is thorough and tailored to your specific circumstances, ensuring that your wishes are clearly articulated and legally enforceable. We have a particular focus on asset protection, and estate risk mitigation.

We also have extensive experience in handling and advising in relation to succession and trust disputes, providing robust and aggressive representation to protect your interests.

Our expertise in wills, succession planning, and estate disputes includes:

1.

Wills and Testamentary Documents

Drafting clear and effective wills that reflect your wishes, ensuring that your estate is administered according to your intentions. We have expertise in the preparation of other essential testamentary documents, including Advance Care Directives and Enduring Powers of Attorney, to safeguard your decisions regarding health, personal, and financial matters during your life, to ensure that your wishes are respected at all times.

2.

Succession Planning

Creating comprehensive succession plans that address generational transfer of your wealth and assets, minimising the potential for disputes and ensuring a smooth transition, with a focus on asset protection, and risk mitigation. We specialise in structuring estates for high-net-worth families, taking into account the complexities of inter-generational business transfers and trust succession, with a focus on preserving family harmony and legacy, and protecting family assets into the distant future.

3.

Estate Administration

Assisting executors and administrators in the probate process, including the administration of estates, ensuring that all legal obligations are discharged properly, and that the estate is administered and distributed in accordance with the will.

4.

Estate Disputes

Representing clients in estate disputes, including contesting or defending the validity of a will, family provision claims, and disputes between beneficiaries, or executors. We provide strategic advice and representation to resolve these matters efficiently, whether through negotiation, mediation, or litigation.

5.

Trusts

Advising on the creation and management of trusts as part of your succession planning strategy, ensuring that your assets are protected and managed according to your wishes, with particular expertise in complex trust and business structures for high-net-worth families.

Planning for the future is a vital step in ensuring that your legacy is protected and that your loved ones are provided for. We are committed to providing you with the highest standard of legal advice and representation in all matters related to wills, succession planning, and estate disputes.

Whether you are planning your estate, administering a will, or involved in a dispute, our goal is to achieve the best possible outcome for you and your family, with a focus on preserving relationships, protecting your wealth, and ensuring wishes are respected.