Administration of Personal Affairs / Trusts / Superannuation

Expertise

  • Wills & Estate Planning (including establishing testamentary trusts)
  • Unit and Discretionary (Family) Trusts
  • Guardianship Applications to VCAT
  • Probate of Wills and the Administration of Deceased Estates (including Survivorship Applications)
  • Superannuation (including SMSF arrangements and binding death nominations)
  • Powers of Attorney (including Enduring Powers of Attorney for Financial & Personal Matters and Medical Treatment)

Indicative Experience

  • Successfully conducted testator family maintenance litigation against a Will in the Victorian Supreme Court.
  • Drew will and related documents for a high-net worth individual with diverse holdings through complex ownership structures.
  • Administered a large and complex estate, with claims for executor’s commissions.

Looking for something else?

This is a sample of the services we provide in this area. Please contact us if you are unsure whether we can assist with your specific matter.
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