Asset Protection

Estate Planning - Asset Protection

When it comes to estate planning the most effective asset protection measures are implemented well in advance of a loss event. Our expert lawyers can assist you by providing you with advice and making strategy recommendations to strengthen your current and future asset protection position.

• Protecting your wealth during your lifetime

Protecting your wealth and ensuring the risk of it being lost or eroded by third parties should be a priority.

We can assist you by providing you with asset protection and risk minimisation advice and strategies.  We can also assist you by establishing and structuring the entities which will help safeguard your wealth, including family and discretionary trusts, companies and self-managed superannuation funds.

• Protecting the wealth passed on to your beneficiaries

Inheritances are often lost or eroded due to estate claims or unnecessary taxes.  These losses can often be avoided or minimised with careful estate planning.

We can assist you in passing your wealth to your intended beneficiaries and also in protecting the inheritances you pass on to those beneficiaries.  We can also provide you with advice and assistance in incorporating Testamentary Trusts into your Wills, which will provide your beneficiaries with asset protection and tax advantages.

• Protecting the wealth in your Companies, Trusts and other entities

Our expert lawyers can review your existing entities  (including your family trusts, discretionary trusts, companies and self-managed superannuation fund) to determine whether these entities have been structured in a way that minimises the likelihood of losing the wealth held by these entities.  We can also provide you with advice about the entities you hold your investment assets in and the entities you should be trading through.

Estate planning and asset protection is critical for individuals from all walks of life as it ensures appropriate arrangements are in place to take care of your loved ones should you unexpectedly pass away.  It may be as simple or complex as your needs dictate.

We can assist you with all of your estate planning needs including Wills, Testamentary Trusts, Powers of Attorney, Advance Health Directives and more.