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: David McKewin
David oversees our Private Wealth team 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:
Matthew is the founder of Rouse Lawyers. He leads the firm's Corporate & Commercial team. Before he started Rouse Lawyers, Matthew developed his expertise as a commercial lawyer with some of Australia's largest law firms. He focuses on mergers and acquisitions, intellectual property and franchising.
Matthew is trusted by the firm’s clients to deliver astute and practical legal advice to make sure Rouse Lawyers team delivers on its promise to offer top-tier counsel on time with the clients’ interests and value in mind.
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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.