• Wills and Testamentary Trusts – we provide Comprehensive, creative and flexible Wills with Sophisticated Fully Discretionary™ Testamentary Trusts to help ensure your beneficiaries receive their inheritances in the most Tax Effective, Asset Protective and Flexible manner;
• Powers of Attorney and Enduring Guardians – we provide Appointments of Enduring Attorneys and Enduring Guardians to ensure that a trusted person can look after your financial affairs and make health and lifestyle decisions on your behalf if the need ever arises;
• Family Trusts – we provide Sophisticated Fully Discretionary™ Family Trusts which are specifically created and designed by specialists in tax law and trust law to maximise the potential for tax efficiency, asset protection, and appropriate succession of control;
• Trust Deed Reviews – our Specialist Family Trust Deed Review and Update services not only provide “Bamford compliance” and flexible income streaming powers, but also can include other important amendments (often overlooked by non-trust specialist lawyers) so as to enhance the asset protection and estate planning aspects of the trust;
• Business Succession – we provide Comprehensive Business Succession Agreements which are essentially a separate “business Will” to help you and your business partners to protect the value of your business interests and to ensure an appropriate succession of control and ownership, without unintentionally triggering adverse CGT or income tax consequences;
• Shareholder Agreements – we provide Comprehensive Shareholder Agreements to address absolutely critical business issues that are usually not adequately dealt with nor even contemplated by “standard” private company constitutions, such as Protection of Intellectual Property, Trade Secrets and Confidential Information, Protection of Goodwill from competition by outgoing parties, and so forth;
• Superannuation – we provide tailored Binding Death Benefit Nominations for SMSF trust deeds, to enable you to direct the payment of your superannuation death benefits flexibly, asset protectively and tax effectively – we can also vary the trust deed for your SMSF accordingly;
• Asset Protection – we can advise you on appropriate strategies to protect your personal and business wealth and your family’s inheritances in the event of a personal or financial crisis;
• Probate and Administration – we can help your Executors to deal with the process of applying for Probate of your Will, and provide them with advice on establishing any structures such as Testamentary Trusts under the Will.

We also provide other specialised Estate Planning and Trust Deed services such as:

• Amendments to Trust Deeds;
• Appointments and Retirements of Trustees;
• Unit Trusts;
• Hybrid Trusts;
• Special Disability Trusts;
• Unit Holder Agreements;
• Partnership Agreements;
• Deeds of Trust Succession; and
• Loan Agreements.

WillWorks^® offers Sophisticated Estate Planning and Trust Deed solutions to provide you and your family with Tax Effective and Asset Protective Peace of Mind!

For more information, or to request any of our services, please contact us.