Best Lawyers for Wealth Management / Succession Planning Practice in Adelaide, Australia

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Lawyer
  • Recognized Since: 2022
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Wealth Management / Succession Planning Practice
Lawyer
  • Recognized Since: 2018
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Private Equity Law Corporate Law Wealth Management / Succession Planning Practice
Lawyer
  • Recognized Since: 2014
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Commercial Law Planning and Environmental Law Agriculture and Rural Affairs Trusts and Estates Corporate Law Wealth Management / Succession Planning Practice
Lawyer
  • Recognized Since: 2022
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Wealth Management / Succession Planning Practice
Lawyer
  • Recognized Since: 2017
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Wealth Management / Succession Planning Practice Agriculture and Rural Affairs Tax Law

  • Recognized Since: Ones to Watch Since:
  • Location:
  • Practice Areas:

Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.

Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.

Practice Area Definition

Wealth Management / Succession Planning Practice Definition

Wealth Management and Succession Planning Lawyers will work with you to structure your assets and ownership interests to ensure security and financial stability. A well-structured succession plan can provide peace of mind that your assets are being distributed as you planned and that your loved ones will be provided for as you intended. Creating a succession plan not only includes preparing a Will, but also needs to deal with planning for incapacity. As part of the estate planning process, superannuation will need to be dealt with and this is a growing area of wealth management. Asset protection and dealing appropriately with legal structures such as trusts and companies are also a significant part of succession planning. 

In addition to your personal estate planning documents, exit strategies for your business need to be considered. Many business partners have not discussed what is to happen when they exit. Wealth Management and Succession Planning Lawyers can assist in this process by establishing Buy/Sell Agreements, Shareholders’ Agreements, and Partnership Agreements as these are all matters that require consideration by business owners. Family businesses also need expert legal assistance with their wealth management and succession planning.

Wealth Management and Succession Planning Lawyers provide advice on:

  • Estate and Succession Planning
  • Business Succession Planning
  • Preparation of Wills, Codicils, and Powers of Attorney
  • Probate and administration of deceased estates
  • Family and Charitable Trusts
  • Asset Protection
  • Estate conflict resolution
  • Superannuation issues management, including applications to the Superannuation Complaints Tribunal
  • Tax planning 

NDA Law

NDA Law logo

Wealth Management and Succession Planning Lawyers will work with you to structure your assets and ownership interests to ensure security and financial stability. A well-structured succession plan can provide peace of mind that your assets are being distributed as you planned and that your loved ones will be provided for as you intended. Creating a succession plan not only includes preparing a Will, but also needs to deal with planning for incapacity. As part of the estate planning process, superannuation will need to be dealt with and this is a growing area of wealth management. Asset protection and dealing appropriately with legal structures such as trusts and companies are also a significant part of succession planning. 

In addition to your personal estate planning documents, exit strategies for your business need to be considered. Many business partners have not discussed what is to happen when they exit. Wealth Management and Succession Planning Lawyers can assist in this process by establishing Buy/Sell Agreements, Shareholders’ Agreements, and Partnership Agreements as these are all matters that require consideration by business owners. Family businesses also need expert legal assistance with their wealth management and succession planning.

Wealth Management and Succession Planning Lawyers provide advice on:

  • Estate and Succession Planning
  • Business Succession Planning
  • Preparation of Wills, Codicils, and Powers of Attorney
  • Probate and administration of deceased estates
  • Family and Charitable Trusts
  • Asset Protection
  • Estate conflict resolution
  • Superannuation issues management, including applications to the Superannuation Complaints Tribunal
  • Tax planning