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Estate planning

Estate planning, business succession and asset protection advice

The experts at Cooper Grace Ward provide commercially focused advice on estate planning, business succession and asset protection matters.

Our estates team works alongside our tax, superannuation and estate administration and disputes team to provide our clients and their advisers with the full range of expert advice they need.

Commercial and practical approach

Our philosophy is to work together with our clients and their accountants, financial planners and other advisers to create an estate planning strategy.

We provide innovative, commercially focused advice and documentation, including:

  • Wills with testamentary trusts
  • Enduring Powers of Attorney
  • risk management advice and strategies to protect estate assets from potential disputes
  • strategies to minimise estate assets
  • succession of estate assets in blended families
  • protection for children with special needs
  • strategies to deal with superannuation assets in the event of death
  • succession planning for rural landholders
  • business succession and shareholder arrangements
  • strategies to transfer control of trustee and trading companies independently of a Will
  • use of generational and direct descendant trusts to ‘lock in’ control of a trust after death
  • trust planning strategies (for duty exemptions)
  • gift and loan back strategies to shift value out of clients’ estates to related trusts.

Further information

Estate Planning Guide – Things to Consider [also available in PDF Format]

Why it is more than just a Will?

Who will decide how to pay your superannuation when you die?

Will your wishes be upheld?

Estate planning FAQs

Key contacts

Scott Hay-Bartlem
Partner
Clinton Jackson
Partner
Hayley Mitchell
Partner
Steven Jell
Special Counsel
Keeghan Silcock
Senior Associate
Sarah Camm
Associate
Sacha Robinson
Associate

Publications

It Depends - What are some alternative uses for a binding financial agreement?

In this edition of 'It depends', special counsel Steven Jell talks about financial agreements and their alternative uses.

It Depends - Is trustee discretion as good as we think?

In this edition of 'It depends', partner Hayley Mitchell and associate Sarah Camm talk about trustee discretion: what decisions of trustees involve discretion and what happens when the trustee gets it wrong.

It Depends - Do I have a conflict of interest?

In this edition of ‘It depends’, associate Sarah Camm talks about conflicts of interest. As a part of their Estate Planning Masterclass series, Hayley Mitchell and Sarah Camm will be hosting a webinar on this topic on Thursday 7 December.