Post on 09-Apr-2017
Estate Planning Lawyers Sydney
Contact us 61 7 3648 9900
ESTATE PLANNING
In today’s complex world your estate and business succession planning is a process
which requires careful consideration of the full ambit of your legal and financial
circumstances. We must take into account assets owned personally, owned by
companies or held by trusts, taxation implications, asset protection, complex family
scenarios and a range of other legal and financial matters.
A modern and balanced estate plan is not limited to the preparation of a will to
ensure assets are managed and distributed in accordance with your wishes. It
involves much more.
Rouse Lawyers is an Australian commercial law firm that stands apart as a real
alternative to large law firms and have Estate Planning Lawyers in Sydney to make
your Estate Planning for you.
A PROPER PLAN OF ESTATE PLANNINGA proper plan might include consideration of the following in your Estate Planning:
A Will
Shareholder and partnership agreements which address current management and
ownership issues
Integrated company, trust, and superannuation structures
The use of devices to avoid assets passing through your estate such as family
trusts, insurance, joint tenancy and superannuation;
An enduring Power of Attorney
Tax planning which addresses income tax, capital gains tax and stamp duty
implications of transferring assets and/or managing assets upon death or other keys
events
The use of a testamentary trust/s in your Will to enable maximum flexibility so
that a beneficiary can enjoy the maximum benefit of your estate.
The use of insurance coverage as an asset in your plan;
Business Buy/Sell Deeds to provide options for departing and remaining
stakeholders;
Balancing the rights of different categories of beneficiaries to receive income
and/or capital and the right to control income and/or capital;
A financial plan
A PROPER PLAN OF ESTATE PLANNING
OUR ESTATE PLANNING LAWYERS
Matthew RouseTeam Leader mrouse@rouselawyers.com.au
Matthew is the founder of the firm and leads the
corporate and commercial team. He developed his
expertise as a commercial lawyer with some of
Australia's largest law firms, with a focus on mergers and
acquisitions, intellectual property and franchising.
Matthew is trusted by his clients to deliver astute and
practical advice and to ensure that the Rouse Lawyers
team deliver on their promise to offer top tier legal
advice, promptly, and with the clients interests, and
value, in mind.
OUR ESTATE PLANNING LAWYERS
Domenic FestaPractice Area Expert dfesta@rouselawyers.com.au
With his experience in both accounting and taxation law,
Domenic's passion is identifying suitable structures for
clients to achieve their commercial objectives. The
majority of Domenic's work has involved consulting to
accountants, lawyers and financial professionals on tax,
superannuation and structuring issues affecting their
clients.
CONTACT US
Level 26, 44 Market
St, Sydney, NSW
2000, Australia
Phone: +61 2 9089 8757
Fax: +61 7 3648 9911
Visit: http://rouselawyers.com.au