Business-savvy estate planning specialistsAt 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 make simple, responsive and secureWhether 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.
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.
Team Leader: Tammy Parsons
As the firm’s Estate Planning practitioner, Tammy is passionate about crafting not just ‘Simple Wills’, but entire ‘Estate Plans’ in an effective, practical and thorough manner. Her interest in ensuring that her client’s succession objectives are realised, includes a consideration of complex business structures, intricate family dynamics, special needs circumstances, and myriad other scenarios. In each, she is committed to delivering the best outcome for each individual.
Practice Area Expert:
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.
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"Robert was outstanding"
Robert was outstanding. He was pro-active with his views and was very forthcoming with the approaches that should be taken and possible ramifications. He kept us informed all the way, was very definitive on things and just handled every little bump and left field issue along the way in his stride. The way he communicated with the Australian Taxation Office was exceptional.
"I have no hesitation whatsoever in recommending Rouse Lawyers"
We have used Rouse Lawyers as a “one-stop-shop” for our all commercial and private legal requirements, and we value their expertise and experience. The team at Rouse Lawyers always ensure that they are fully up to date with what our business dealing entails. Our enquiries are efficiently and promptly handled, and any requests are dealt with professionally, ensuring that all the available options have been adequately explained at all times. Peter, Matthew and the team are very professional and we value their advice greatly. I have every confidence that we receive the most comprehensive counsel plus a competitively priced package individually tailored to our business. I have no hesitation whatsoever in recommending Rouse Lawyers to my friends and business associates.
"We call upon Rouse Lawyers for their invaluable advice"
We have used Rouse Lawyers over the past 3 years, predominantly in our mergers and acquisitions activities. Matthew and his team understand the needs of larger family businesses, and their pragmatic and commercial approach to transactions is first class. From personal matters to large deals, we call upon Rouse Lawyers for their invaluable advice.