Estate Planning & Wealth Protection

Estate Planning & Wealth Protection is more than just the preparation of Wills and powers of attorney. It is about ensuring that the right structures are in place for the transition of wealth to the next generation. Asset protection, taxation benefits and minimising family disputes are just the beginning.

You need to be certain of the best way to pass on your personal, trust and business assets, whether during your lifetime or at the time of your death. Our team has extensive experience dealing with both simple and complicated estates. With more clients coming to us with involved needs and blended families, our experience with problematic relationships and complex structures ensures that your different needs will translate to a tailored plan.

We offer a unique and multidisciplinary service when it comes to providing you with advice. There is no ‘one size fits all’. All plans are tailor-made to your unique needs.

Our Estate Planning & Wealth Protection legal expertise includes:

  • Estate Planning
  • Estate Administration
  • Estate Disputes
  • Business Succession Planning

Why choose Kalus Kenny Intelex Lawyers?

At Kalus Kenny Intelex, estates and wealth protection is not dealt in a vacuum. We understand that to achieve the best results, we need to work closely with you, your family and other professional advisers like your accountant, banker and financial planner to obtain a holistic view of your structure and to tailor your advice.

We work closely with our clients to develop strong relationships and to achieve desirable outcomes.
With over 30 years of experience in Estates Law, our team are trusted advisors to some of Melbourne's most successful business people and families.

Understanding the complexities of business, family life, wealth and risk is our priority for all of our clients, and we pride ourselves on providing advice that is practical, commercial and strategic.

A different type of Estates lawyer.

Our Estate Planning & Wealth Protection Team

Henry Kalus

Partner

+61 3 8825 4800
Send Email

Kimi Shah

Partner

+ 61 3 8825 4800
Send Email

Lisa George

Lawyer

+ 61 3 8825 4800
Send Email

Chloe Beare

Lawyer

+ 61 3 8825 4800
Send Email

Estate Planning & Wealth Protection Insights

KKI appoints new Partner Kimi Shah

Melbourne based law firm Kalus Kenny Intelex (KKI) has announced the appointment of Kimi Shah to the Partner group. Since re-joining KKI in 2019, Kimi has been heading up the Estate Planning & Wealth Protection practice group. Kimi’s expertise at KKI has been...

The 7 most common mistakes people make when planning their wills

If one good thing has come out of the COVID-19 pandemic, it’s that more people are now thinking about what is going to happen to their assets when they die. This is welcome news, but so many people are making the same mistakes when it comes to planning their Wills....

Do you own commercial premises in your SMSF?

Many Australians opt to set up a self-managed superannuation fund as a way of taking control of the investment decisions over their superannuation funds and securing their retirement. The Superannuation Industry (Supervision) Act 1993 (SIS), allows for purchase of...

Blended Families, Superannuation and Life Insurance

Continuing the Blended Families Series, another asset protection method that is often overlooked is the use of superannuation death benefits and life insurance. Superannuation and life insurance does not automatically form part of a person’s estate to be dealt by...