Melbourne’s leading estate planning lawyers with unique and advanced asset protection strategies.
50+ years of experience. One focus: safeguarding your family's wealth. Bespoke estate and succession planning that protects your legacy - and your beneficiaries' inheritance - from risk. We focus exclusively on estate and succession planning, with no other practice areas.
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More Than a Will.
Whilst many clients initially contact us to prepare a new or updated Will, the creation of an effective estate plan involves much more.
This is because assets which are not personally owned by the Will maker do not form part of their estate. This includes a jointly held principal residence. Accordingly, we consider the full picture of how assets are owned or controlled in structures that include trusts, companies and superannuation funds which have been established during the Will maker's lifetime. This ensures that the ownership and/or control of all of these assets which have formed part of their succession plan during their lifetime transition seamlessly into the Will maker’s estate plan subsequent to their death.
How We Can Help You.
Estate Planning
We assist in the creation of an estate plan that ensures your assets, structures and wishes are properly aligned in accordance with the Will makers' wishes to protect the family’s wealth for the future.
Wills
We ensure that the Wills we draft operate as the extension of the broader financial and family arrangements that either currently exist or will continue to be developed during the Will maker’s lifetime as part of their succession plan.
Business Succession
The arrangements referred to may include succession strategies that help business owners transition control and ownership while protecting the long-term value of the enterprise.
Trusts and Companies
Advice on trust structures and how they integrate with your estate plan to manage control, protection and intergenerational wealth.
Trusted Experience. Personal Advice.
Clients value the clarity, care and experience that comes from working with Tony and Claire based upon
Decades of Specialist Experience
Focused on estate planning and succession since 1973.
Partner-Led Advice
Clients work directly with Tony and Claire throughout the process.
Thoughtful Planning for Complex Situations
Experienced in navigating trusts, business interests and family dynamics.
Transparent Costs
Provision of a detailed fee agreement from the outset.
Prompt and Responsive Service
Efficient, professional and easy to work with.
Planning for Real-World Family Situations
Sensitive guidance when dealing with complex family situations, including business involvement and personal relationships.
Experience & Continuity.
Tony and Claire combine to provide thoughtful, partner-led advice to their clients regarding their succession and estate planning matters.
Tony brings decades of experience and judgement, while Claire contributes contemporary expertise and recognised leadership in the field. Together they provide clients with trusted guidance both for today and the future.
Trusted by Clients and Advisors.
Insights & Resources.
Practical insights on estate planning, succession and protecting family assets.
Estate Planning
Estate Planning
Estate Planning
