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Estate Planning Lawyers - NSW

Looking for help with Estate Planning?

Our Estate Planning Team specialises in the areas of estate planning, asset protection and business succession planning.

Our Team was created in response to the recognition of the fact that estate planning is one of the biggest growth areas in the legal and accounting professions at the moment. The reasons are well known and documented with growing community wealth, baby boomers reaching retirement, small businesses now worth a lot of money (compared to five to ten years ago), blended families (becoming more common) and same-sex couples (becoming more recognised), it all means there is added complexity to the estate planning process from every perspective.

The key thing to understand in relation to estate planning is that it is an inter-disciplinary area of practice. You cannot just pick out trust and estates law and say thats it I know enough to help you. Estate planning also includes taxation matters, state revenue and stamp duty issues, superannuation laws and administration, trust law, wills and estates law, elder law, asset protection and bankruptcy laws and family law. It must be understood that all of these areas have a place within estate planning

Warwick Gilbertson - Estate Planning Lawyer

During his years of practice Warwick Gilbertson has regularly dealt with all forms of structures used by people to create, develop and preserve their assets and wealth. He has also spent too much time in the NSW Supreme Court watching families destroy themselves as they fought over the assets in a deceased estate all which could have been prevented by a proper estate plan.

Your Estate Plan, Your Future, Your Way

Estate planning is more than just making a plan to distribute certain assets to certain people. Our passion for estate planning has seen the creation of many varied estate plans from those for the young family through to retirees who have sold their business or retired from their employment. We create the estate plan that protects your assets now and for generations to come. We also take into account evolving legal and economic strategies as well as the continually changing tax and superannuation laws to make the most of your estate plan and update it to reflect these changes. Estate planning is a continuous process.

If you are looking for a firm with experience in estate planning, with practitioners who understand testamentary trusts, and the interaction of structuring for asset protection, superannuation, family trusts and insurance with estate planning, business succession planning and all other aspects of effective inter-generation transfer of wealth, contact us today.

What is a Testamentary Trust? (Video)

Estate Planning & Blended Families (Video)

Estate Planning LawyersOur Promise

  • Highly professional and friendly service
  • Highly qualified team
  • Complete confidentiality at all times
  • Fast, efficient and courteous service

NSW Areas We Service

  • Newcastle
  • Central Coast
  • Sydney
  • Parramatta
  • Cessnock
  • Lake Macquarie

Estate Planning & Business Succession - Related Articles

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  3. Enduring Power of Attorney (EPA): Why it's vital to seek advice from a lawyer who is a specialist
  4. Who is your child's Guardian?
  5. Don't Leave Your Child's Guardian Out of Pocket
  6. Superannuation Contributions 2013
  7. Self Managed Superannuation Fund - The Trustee Basics
  8. Having a Will which saves tax
  9. Parents of disabled children can NOW put in place PROTECTIVE TRUSTS...
  10. Partnership & shareholder agreements should help business owners & their families avoid arguments...
  11. Avoid the wreckage...
  12. Fairness and equality in your Will requires a lot of thought and a well crafted document
  13. Taking short cuts does not achieve a good Will...
  14. An Estate Planning and Complex Wills specialist can make sure your Will is fair
  15. Your Will should be drafted by a solicitor who specialises in estate planning...
  16. Trying to fairly look after people in your Will it pays to really understand what you do & don't own
  17. Inheritance Planning - 10 Things to consider!


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