Estate Planning

Modern estate and wealth planning

You thought business was complicated? Modern family life can make running an international conglomerate look like a walk in the park. If you need sensitive, pragmatic advice to plan for your future, choose the experienced estate lawyers at Rouse Lawyers in Brisbane.

Effective estate planning is about getting the balance right between tax, super, business structures and property management. It’s also about the right blend of legal know-how and clear communication about your goals.

What can an experienced Estate Lawyer do for you?

A modern, balanced estate plan might include any or all the following:

• a Will, or a dispute over a Will
• shareholder and partnership agreements which address current management and ownership issues and the future succession of management and ownership
• 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 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.

Rouse Lawyers is one of the most trusted commercial law firms in Brisbane, with a national and international network of clients across business structures, industries and sectors. We work with you to understand your vision, and speak your language; no ivory towers, just solid, professional legal guidance.

Latest Articles – Estate Planning

• What’s in a Definition? And Why Should I Care?
• Constructive Trusts
• Assets Protection Strategies – The Gift & Loan Back

Business-savvy Estate Planning Specialists

At Rouse Lawyers, we boast an enviable team of legal specialists. We have dedicated lawyers with sophisticated estate planning knowledge, but our business law focus extends to property law, tax and structure guidance, intellectual property law, and beyond.

This cross-disciplinary knowledge base means we can bring you comprehensive legal coverage of your commercial and financial interests. Silos are for grains, not for planning your legacy.

Business Law made simple, responsive and secure

Whether your estate planning needs revolve around business succession, property transfers, intellectual property or just making a secure and valid Will, our legal team guarantees straightforward advice that’s responsive to your unique circumstances.

What’s more, our ‘no surprises’ fee structure means you can ask us all the burning questions you need to have complete peace of mind in the process.

Where possible, we will work to a fixed fee – particularly where a defined outcome (such as a Will) is required.

In more complex cases, you’ll be fully informed at every stage about costs and time frames.

We are business people, like you. We are about action and deliverables – even in delicate dealings.