Find a Lawyer / Australia / Wealth Management / Succession Planning Practice

Find Lawyers in Australia for Wealth Management / Succession Planning Practice

Practice Area Overview

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
Andrea Michaels, Managing Director NDA Law
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