Estate Planning

Business law make 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.