Generally, a Will is limited in the sense that it merely provides for the distribution of assets directly owned by the testator. Where the testator has interests in considerable assets or particularly complex commercial structures such as a self-managed super fund or family trust, it will be necessary for legal instruments and vehicles to be created to properly deal with the distribution of those assets and secure the testamentary wishes of the testator. The minimisation of tax liability in the transfer of assets to beneficiaries; maintaining control of certain businesses or commercial structures; the creation of family trusts and discretionary trusts and preservation of family assets are all aspects of estate planning.
Estate planning is a technical and meticulous discipline which amalgamates and draws strength from business and commercial law, taxation law, the law on equity and trusts and financial planning. Given the complexity and variety of skills required in estate planning, a limited number of law firms in Sydney offer the service.
Navado Lawyers and Solicitors are leaders in estate planning. Our Sydney Wills and Estates Lawyers have substantial knowledge and experience in the bodies of law that form the foundations of estate planning. Our Lawyers work closely and coordinate with Navado associated Financial Planners and Public Accountants to devise and implement the most suitable strategy to meet your unique needs and circumstances.
Each of our Wills and Estate Planning Solicitors has a strong legal and financial background with an emphasis on taxation and commercial law.
Whether your goal is to secure the intergenerational transfer and control of assets, establish or modify a family trust or legally minimise tax liability in the assignment of assets to beneficiaries, our Lawyers can guarantee the delivery of practical and effective solutions, tailored to meet your individual testamentary objectives.
Amongst other things, our experienced Estate Planning Lawyers can assist with the following matters:
- Asset Protection & Trusts
- Asset Succession Planning
- Beneficiary entitlements
- Business Succession Planning
- Codicils and Amendments of Wills
- Enduring Guardianships
- Powers of Attorney
- Probate & Succession Law
- Testamentary Capacity
- Trustee Obligations
- Wills
For more information, speak to a Sydney Estate Planning Solicitor by calling us on (02) 9233 4048 or send an email to info@navado.com.au.
This webpage (and any material or wording appearing on this webpage) is provided for general information purposes only and does not constitute any Legal Advice. It does not take into account your objectives, your instructions or all of the relevant facts and/or circumstances. Navado accepts no responsibility to any person who relies on the information provided on this website. We further refer you to our Disclaimer.
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If you require assistance with a Wills matter, you should make an appointment to see one of our Lawyers in one of the following locations:
- Sydney