Best Lawyers for Wealth Management / Succession Planning Practice in Australia

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Lawyer
Angela Cornford-Scott was awarded 2020 "Lawyer of the Year" in Elasticsearch.PracticeArea

Angela Cornford-Scott

Cornford-Scott Lawyers Pty Ltd.
  • Location:
    Sherwood, Australia
  • Practice Areas:
    Trusts and Estates Wealth Management / Succession Planning Practice
Lawyer
  • Location:
    Brisbane, Australia
  • Practice Areas:
    Wealth Management / Succession Planning Practice
Lawyer
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Trusts and Estates Planning and Environmental Law Wealth Management / Succession Planning Practice Agriculture & Rural Affairs Corporate Law
Lawyer
  • Location:
    Brisbane, Australia
  • Practice Areas:
    Wealth Management / Succession Planning Practice
Lawyer
  • Location:
    Brisbane, Australia
  • Practice Areas:
    Superannuation Law Trusts and Estates Wealth Management / Succession Planning Practice
Lawyer
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Trusts and Estates Wealth Management / Succession Planning Practice
Lawyer
  • Location:
    Brisbane, Australia
  • Practice Areas:
    Superannuation Law Wealth Management / Succession Planning Practice
Lawyer
  • Location:
    Sydney, Australia
  • Practice Areas:
    Superannuation Law Wealth Management / Succession Planning Practice
Lawyer
  • Location:
    Adelaide, Australia
  • Practice Areas:
    Wealth Management / Succession Planning Practice Tax Law
Lawyer
  • Location:
    Brisbane, Australia
  • Practice Areas:
    Wealth Management / Succession Planning Practice Trusts and Estates

  • Location:
  • Practice Areas:

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 Pty Ltd.

NDA Law Pty Ltd. 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