Estate planning
Cooper Grace Ward has an estate planning and disputes team who provide assistance on commercial focused estate planning and asset protection matters, as well as related revenue law and superannuation issues.
Commercial focused estate planning
We provide innovative commercial focused estate planning advice and documentation including:
- use of generational and direct descendant trust to “lock in” control of trust on death of current controllers
- trust planning strategies (for duty exemptions)
- strategies to transfer control of trustee and trading companies independently of client wills
- strategies to deal with superannuation assets in the event of death
- protection for children with special needs
- gift and loan back strategies to shift value out of client’s estate to related trusts
- risk management advice and strategies
- use of flexibility and superannuation to minimise disputes
- protecting assets from claims against the estate using joint tenancies
- business succession arrangements.
Our philosophy is to work together with accountants and financial planners to create an appropriate estate planning strategy for our clients.
Read our information documents and alerts
Superannuation and estatepPlanning
Why it's more than just a will
Who will decide how to pay your Superannuation when you die?
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PartnerT 61 7 3231 2458
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PartnerT 61 7 3231 2425 -
Senior AssociateT 61 7 3231 2566