Rouse Lawyers

- The Law Firm For Business Owners and Entrepreneurs -

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Estate Planning

In today’s complex world your estate and business succession planning is a process which requires careful consideration of the full ambit of your legal and financial circumstances. We must take into account assets owned personally, owned by companies or held by trusts, taxation implications, asset protection, complex family scenarios and a range of other legal and financial matters.

A modern and balanced estate plan is not limited to the preparation of a will to ensure assets are managed and distributed in accordance with your wishes. It involves much more. A proper plan might include consideration of the following;

  • 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;
  • a range of critical events – not just death including:
      • the desire to leave a close relative out of your will;
      • your mental or physical incapacity or the mental or physical incapacity of a beneficiary;
      • your bankruptcy or business failure, or the bankruptcy or business failure of a beneficiary or a spouse of a beneficiary;
      • your own or that of a beneficiary;
      • retirement; or
      • a dispute over the will.
  • the use of a testamentary trust/s in your Will to enable maximum flexibility so that a beneficiary can enjoy the maximum benefit of your estate. In addition to flexibility, testamentary trusts potentially afford ancillary benefits such as the minimisation of taxes payable by a beneficiary and the protection of estate assets against failed marriage, bankruptcy and dispute;
  • 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; and
  • a financial plan.

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Client Reviews

“Rouse Lawyers assisted our fast-growing commercial fit-out and building business for around 4 years. We have called upon the firm’s expertise in intellectual property, software development and contract negotiation matters.”

Jim HardyUrban Office

"Smooth, affordable and manageable"

“We recently engaged Rouse Lawyers to assist us in purchasing our first home. The support we received from Jesse Mason and his team was invaluable, easing the overwhelming emotions of being first time homebuyers. He supported us to understand both the land and home contracts, walking us through the process and promptly responding to any concerns, which made the whole process smooth, affordable and manageable”.

Nick JohnstonHitachi Construction Machinery (Australia) Pty Ltd

"We recommend the team at Rouse Lawyers"

“Ligentia Australia engages Rouse Lawyers to provide strategic and practical employment law advice. They understand the sensitivity and time constraints often involved, and respond accordingly. We recommend the team at Rouse Lawyers to businesses looking for trusted employment law advisors.”

Dean NevilleLigentia Australia

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BRISBANE OFFICE

Ph: +61 7 3648 9900

Fx: +61 7 3648 9911

Level 2, 22 Wandoo St, Fortitude Valley, QLD 4006

17-Page Guide Reveals:

How To Protect Your Business and Your Assets While Allowing Your Business To Thrive

Written by Matthew Rouse, commercial lawyer and founder of Rouse Lawyers.

17-Page Guide Reveals:

How To Protect Your Business and Your Assets While Allowing Your Business To Thrive

Written by Matthew Rouse, commercial lawyer and founder of Rouse Lawyers.

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