Wills & Enduring Powers of Attorney
Preparing a Will or enduring Powers of Attorney is a complex task that requires a thorough understanding of each client's unique circumstances by an experienced estate planning lawyer.
Summary
- Acted in the estate planning for a former UK-domiciled client with assets spread across the world totalling approximately $10 million. This situation involved in-depth Will preparation and complex Inheritance Tax based on the UK and Jersey trust issues.
- Prepared Wills for a client who had assets in both Australia and Sweden.
- Work with a third-party accountant to provide Wills and estate planning advice to their clients.
- Advised a client on amendments to a USA-based Will for a US citizen who has diverse Australian assets.
- Provided complex estate planning, including tax and superannuation, for an individual who maintains over $30 million in assets, in addition to advice being in relation to divorce proceedings.
