Estate Planning Lawyers Sydney

Contact us 61 7 3648 9900

ESTATE PLANNING

In today’s complex world your estate and business succession planning is a process

which requires careful consideration of the full ambit of your legal and financial

circumstances. We must take into account assets owned personally, owned by

companies or held by trusts, taxation implications, asset protection, complex family

scenarios and a range of other legal and financial matters.

A modern and balanced estate plan is not limited to the preparation of a will to

ensure assets are managed and distributed in accordance with your wishes. It

involves much more.

Rouse Lawyers is an Australian commercial law firm that stands apart as a real

alternative to large law firms and have Estate Planning Lawyers in Sydney to make

your Estate Planning for you.

A PROPER PLAN OF ESTATE PLANNINGA proper plan might include consideration of the following in your Estate Planning:

A Will

Shareholder and partnership agreements which address current management and

ownership issues

Integrated company, trust, and superannuation structures

The use of devices to avoid assets passing through your estate such as family

trusts, insurance, joint tenancy and superannuation;

An enduring Power of Attorney

Tax planning which addresses income tax, capital gains tax and stamp duty

implications of transferring assets and/or managing assets upon death or other keys

events

The use of a testamentary trust/s in your Will to enable maximum flexibility so

that a beneficiary can enjoy the maximum benefit of your estate.

The use of insurance coverage as an asset in your plan;

Business Buy/Sell Deeds to provide options for departing and remaining

stakeholders;

Balancing the rights of different categories of beneficiaries to receive income

and/or capital and the right to control income and/or capital;

A financial plan

A PROPER PLAN OF ESTATE PLANNING

OUR ESTATE PLANNING LAWYERS

Matthew RouseTeam Leader mrouse@rouselawyers.com.au

Matthew is the founder of the firm and leads the

corporate and commercial team. He developed his

expertise as a commercial lawyer with some of

Australia's largest law firms, with a focus on mergers and

acquisitions, intellectual property and franchising.

Matthew is trusted by his clients to deliver astute and

practical advice and to ensure that the Rouse Lawyers

team deliver on their promise to offer top tier legal

advice, promptly, and with the clients interests, and

value, in mind.

OUR ESTATE PLANNING LAWYERS

Domenic FestaPractice Area Expert dfesta@rouselawyers.com.au

With his experience in both accounting and taxation law,

Domenic's passion is identifying suitable structures for

clients to achieve their commercial objectives. The

majority of Domenic's work has involved consulting to

accountants, lawyers and financial professionals on tax,

superannuation and structuring issues affecting their

clients.

CONTACT US

Level 26, 44 Market

St, Sydney, NSW

2000, Australia

Phone: +61 2 9089 8757

Fax: +61 7 3648 9911

Visit: http://rouselawyers.com.au