Intergenerational transfer:

For Estate Lawyers, intergenerational transfer is more concerned with the efficient and tax-effective transfer of complex assets between generations. For example, family businesses, companies or other entities. In certain circumstances, and when dealing with complex interests, a will may not be an adequate vehicle for the effective transfer of assets to the next generation. Estate planning is often sought by entrepreneurs and business owners with dense assets that may be difficult to deal with through a simple will.

Intergenerational transfer involves the creation and implementation of legal strategies to facilitate the transfer of assets, with a focus on minimising tax liability and protecting assets from third party claims. It may be necessary to have additional documents such as statements of intention, agreements or trust deeds drawn up in addition to your Will, so that your testamentary wishes are clearly devised.

Our Sydney Wills and Estates Lawyers can help advise you on the complexity of intergenerational transfer and assist you with identifying appropriate persons to help ensure your assets are disbursed as you wish. Our Sydney Wills and Estates Solicitors can help draft all legal documents including Wills, statements, agreements and trust deeds to help give effect to your wishes.

You may book an appointment with us by telephone 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.