Wills and Estates
Is it time to plan for the future?
You spend a life time building your asset base, usually to benefit the next generation. Not investing in a thoroughly thought out succession plan can undermine the effort put into building your estate.
We understand:
- the commercial interplay between tax, superannuation and the administration of your estate;
- the commercial benefits of incorporating testamentary trusts in your succession plan;
- how to ensure that assets which might otherwise fall outside of the estate, such as those held in a trust or super fund, can be appropriately addressed in the process.
Ezra Legal can demystify the process for you and explain the options and advantages available from a well thought out succession plan culminating in an effectively drafted Will.
Our Services
We specialise in providing a range of commercial legal services that support your succession planning and protect your loved ones. We have substantial commercial experience in:
- Making a Will (including testamentary trusts)
- Power of Attorney
- Estate disputes
- Estate Administration
- Tax planning
- Advance Care Directives
- Superannuation (including self-managed funds)