intergenerational estate and wealth transfer planning for private family groups and blended families;
drafting estate planning documents for high-net-worth clients with cross border assets; implementation of asset protection strategies for both present and estate planning purposes;
preparing and advising on various governance agreements for a range of business sectors;
reviewing and advising on various structures and its impact on estate and business succession;
obtaining Probate and estate administration for a large family group in NSW with an estate value of over $15M;
obtaining Probate and estate administration for private families with extensive asset and share portfolio over $2M;
preparing death benefit nominations for members of a family SMSF;
unwinding of an asset protection strategy post expiry of a potential estate claim period for a blended family; and
regular modernisation of trust deeds for general and succession planning purposes.
