Specialist lawyers can advise you on the use of family trusts and other mechanisms to help protect your personal assets from claim, including the planning required to minimise adverse tax effects for beneficiaries.
Michael Crowe is an Estate Planning specialist with extensive experience in matters involving complex assets structures, superannuation and often difficult family dynamics.
Michael recognises that the knowledge of other professionals, including accountants and financial planners, add significant value in Estate Planning discussions with clients.
Jodylee is an experienced family and relationship lawyer. She advises married and de facto couples, including same-sex couples, on all legal issues relating to family and relationship law, from separation and divorce to parenting disputes and IVF. She also advises in relation to financial agreements and all aspects of financial issues and property settlements.
Jodylee is an Accredited Specialist in Family Law (Law Institute of Victoria).
Chantelle has over 5 years’ experience advising individuals and business-owners on all aspects of wealth succession, and works closely with her clients to help them obtain the best possible tax outcome through their estate plan. She is particularly experienced in providing solutions for complex family arrangements, such as blended families and vulnerable beneficiaries, and gives her clients peace of mind throughout the process.
Chantelle regularly advises medical specialists and understands that whilst wills and estate planning are an important consideration, time is often the hindering factor for them. For this reason, Chantelle and her team are adaptive and efficient in their engagement process and work within each client’s personal time restraints and competing priorities.
Daniel is an accredited Family Law Specialist who has practised exclusively in Family Law since his admission to practice in 2003. He takes a particular interest in complex property matters, including those matters with an international aspect. Daniel has successfully represented clients Australia-wide in cases involving third parties, such as the Australian Taxation Office. Daniel also has expertise in medico-legal family law matters and has written a range of articles for GPs on family and relationship law topics.
Ben’s focus areas include estate planning, elder law, superannuation and estate litigation. He routinely prepares simple estate plans as well as complicated wills, corporate structures and trusts for high wealth individuals.
Felicity’s focus areas include Estate Planning, Elder Law, Superannuation and working with families who have relatives with a disability.
She routinely prepares simple estate plans as well as complicated Wills, Corporate Structures and Trusts for high net worth individuals. Felicity has ten years specialist experience in succession planning and is a member of STEP – a worldwide organisation of estate practitioners.