Estate Planning

Tammy Parsons

Senior Associate – Private Wealth and Estates

David McKewin

Director - Tax, Private Wealth and Litigation & Dispute Resolution

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

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.

Tammy Parsons

Senior Associate – Private Wealth and Estates

David McKewin

Director - Tax, Private Wealth and Litigation & Dispute Resolution

Client Reviews

“We highly recommend Rouse Lawyers.

Rouse Lawyers acted for us in the sale of our software business, Precision Mining, to Micromine, a global mining software company. It was a substantial transaction and one in which we (the founding owners) relied on the Rouse M&A team to guide us through the process. We were very impressed with their efforts and tenacity in what was a complex and extensive negotiation process. We highly recommend Rouse Lawyers not only for their M&A expertise but also generally for growing SME’s in the technology space.”

“It’s hard to find good lawyer that understands a “tech” business – Rouse Lawyers are that firm…

“A Big Thank You” to Matthew & the Team at Rouse Lawyers – have assisted me & my business in so many different legal items – from wills to buying property/structuring our business/trademarks/negotiating large deals/spam/privacy issues/lease on our 4 different offices… It’s hard to find good lawyer that understands a “tech” business – Rouse Lawyers are that firm… so skilled in many areas.”

“We have relied on good advice from Rouse Lawyers.

We believe software is driving the world forward. Disruption is happening in every industry and it is our clients who are proactively integrating software into their businesses, to set a whole new standard around the way business is done. We are a business that is growing rapidly and know the importance of good legal advice, which is why we have relied on Rouse Lawyers. Focusing on creating digital platforms on which our clients can innovate to ensure they are the ones modernising, is what gets us out of bed in the mornings.”

“I would recommend Rouse Lawyers for any business.

Young Guns has engaged Rouse Lawyers for all legal requirement/advice for the past 10 years. They have been on our business journey from 10 employees to 450 employees. Matt and Peter have always showed a personal interest in our business success and therefore made many recommendations for short term and long term strategies. I would be happy to recommend Rouse Lawyers for any business looking for a legal partner who they can trust and can provide ongoing, up to date advice.”

“Their knowledge of franchising is comprehensive

I have tried several of the larger law firms at the big end of town but found their services to be quite bland and predictable. Rouse Lawyers’s style of operation suits me much better, their knowledge of franchising is comprehensive, and just as importantly, their thinking is distinctly street wise and entrepreneurial.”

Ready To Take The Next Step?

To see how we can guide you through your requirements, please contact us for more information.