Find Lawyers in Brisbane, 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
Select a location from the list below to find the best legal talent for your needs.
Loan Chow provides a personalised approach to her clients' estate planning needs and offers the full suite of services: Wills (including Testamentary Discretionary Trust Wills), Enduring Powers of Attorney, Letters of Wishes, and Advance Health Directives. With dual degrees in Law and Psychology, Loan brings a compassionate approach to her work, particularly in navigating sensitive family dynamics such as intergenerational wealth transfer, blended families, separation and divorce, and estrang...
Laura is a Special Counsel in the firm's Disputes Resolution & Litigation team, specialising in the areas of family business succession, estate planning and superannuation. She has over 16 years’ experience working with private clients and family businesses in crafting and executing succession plans. Laura’s key focus is to understand each individual or families motivation for their succession planning and tailor an appropriate plan for the individual or family. Her areas of e...
Hayley is a Succession Law Accredited Specialist (Qld) and a special counsel in the commercial team at Cooper Grace Ward. Hayley practices in estate and trust disputes, estate planning, and estate administration. Hayley has experience in providing a broad range of advice involving executor’s duties, beneficiaries’ rights, problematic and contentious estate administration, and matters involving attorneys, administrators and guardians. Her particular areas of interest are family pro...
Kylie is a partner in the Holding Redlich's Corporate & Commercial practice. She is an experienced succession planning law expert and a Self Managed Superannuation Fund Professionals’ Association of Australia Ltd Accredited SMSF Specialist Advisor. Kylie works closely with advisors to prepare compliant solutions for a diverse range of individual clients with complex structures as well as rural and business clients and families with diverse dynamics. She has been awarded the SPAA CEO...
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