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.
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.
Team Leader: David McKewin
David oversees our Tax and Litigation and Dispute Resolution teams which focuses on acting for and protecting the interests of private clients.
David has extensive tax and structuring experience combined with an extremely strong litigation background, which provides a unique specialist service to Rouse Lawyers’ private clients.
Practice Area Expert:
Tammy Parsons
A full member of the Society of Trust and Estate Practitioners and undergoing continuous education including a Masters in Applied Law (Wills and Estate Planning) equip Tammy to focus on practical and effective outcomes for her clients of varying levels of complexity, from simple to complex business structures, intricate family dynamics, special needs circumstances and structuring focused on tax effectiveness, asset protection down to simple solutions often overlooked.
Latest From The Blog – Estate Planning
Contact Rouse Lawyers on (07) 3667 9697.
Client Reviews
"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.
“Rouse Lawyers were across all the issues and I felt very secure”
“When seeking a Trademark registration for DanDaLion Friends it was important to get the detail exactly right. Rouse Lawyers were across all the issues and I felt very secure with their advice in what can be a potentially difficult area. Thanks to the team for delivering peace of mind so brilliantly.”
"I would definitely recommend Robert Montes at Rouse Lawyers"
We approached Rouse Lawyers due to a shareholder dispute that we needed assistance with. This dispute was very upsetting to us as it involved other family members. Robert Montes was more than helpful with this tricky situation and we were able to solve all issues quite swiftly. Robert was very professional and was able to offer sound advice that greatly improved the outcome. I really liked the way in which he made us feel comfortable with talking to him and then the way in which he then dealt with and executed solutions. I would definitely recommend Robert Montes at Rouse lawyers to people who are looking for assistance and in particular with shareholder disputes. The experience as a whole was very positive and we were able to settle the dispute with minimum fuss.
