1. Family needs
   • Family goals
   • Family communication and information
   • Estate planning
   • Gifts before death
   • Insurance and investments
   • Establishing a family office in a low tax jurisdiction
   • Protecting the business from rogue family members
2. Shareholder and stakeholder needs
   • Family goals
   • Family communication and information
   • Estate planning
   • Gifts before death
   • Insurance and investments
   • Establishing a family office in a low tax jurisdiction
   • Protecting the business from rogue family members
3. Business and asset needs
   • Business and asset strategy assessment
   • Management is an asset – assessment
   • The local and global corporate structure
   • Insolvency protection
   • Renewal and retirement of businesses and assets
4. Privacy and confidentiality
   • Public disputes and arbitration processes
   • Identifying the needs of disgruntled family members
   • Plans for limiting the damages for breach of privacy

The consideration of a range of critical events apart from death. These include:

• Mental and physical incapacity – yours or a beneficiary’s
• Bankruptcy or business failure – yours or a beneficiary’s
• Divorce – yours or a beneficiary’s
• Retirement, or
• The potential for disputes between beneficiaries over the Will
• Family Law Financial Agreements – to regulate ownership of assets in a relationship
• Testamentary trusts – these trusts can be created by your Will and come into existence after you pass away.
• The use and integration of insurance as an asset in your plan, as part of a business succession scheme to cover debt or income, or simply to bolster the wealth of a future estate
• Incorporation of a retirement plan as well as investment and wealth accumulation strategies

More than a will?

Estate planning is not just about having a will. It involves the review, management and control of your personal, family and business affairs and assets – while you are alive and when you pass away.

Estate planning can be as simple as having a will, but often involves powers of attorney, enduring guardianships and sometimes more where there are complex global, wealth and family arrangements.

A well-considered Estate Plan can cover your:

• Current lifestyle needs
• Retirement plans
• Business arrangements
• Tax position
• Future critical events such as divorce
• Health scares and family disputes as well as ensuring your assets go exactly where you wish them to go
• We understand your unique circumstances and can help establish an estate plan that’s right for you

Our dedicated wills, and Estate planning lawyers have a thorough knowledge of this potentially complex area. We can advise you on:

• Completing and updating a will
• Preparing powers of attorney
• Preparing enduring powers of guardianship
• Administration of a deceased estate, including superannuation and death benefits, and Will disputes