Estate Planning

Estate Planning

Estate planning is not just about creating a will – it’s a process that focuses on all the financial affairs of a family and their interests.  Effective estate planning involves implementing a plan that meets your individual needs, protects your interests and minimises potential taxes and fees. 

Our estate planning lawyers take the time to get to know you, each member of your family and any other stakeholders to ensure we understand your situation and implement the best solution for your circumstances. We provide a holistic advice model that draws upon our thorough knowledge of laws surrounding tax, trust, wills and superannuation. This allows us to guide our clients to choose the most appropriate structure to ensure their family is financially secure and their estate protected.

Brown Wright Stein Lawyers’ estate planning team also works with business advisors to assist their clients’ estate planning through taking the time to develop tailored solutions focusing on wealth preservation, tax minimisation, family considerations and business succession. We work collaboratively with business advisors to deeply understand the unique needs, aspirations and strategies of each end client. Our breadth of experience and attention to detail allows us to choose the most appropriate structures for your clients’ businesses and asset ownership.

Our estate planning team, headed by Maria Poniros, are specialists in:

  • succession planning
  • wealth creation strategies
  • buy / sell agreements
  • asset protection strategies
  • testamentary trusts
  • mortgage trusts
  • family trusts
  • hybrid trusts
  • grant of options
  • business succession
  • powers of attorney and appointments of enduring guardians
  • charities
Brown Wright Stein Lawyers - Estate Planning team
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the trust can be treated as a foreign person for the purpose of duty and land tax surcharge.