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
  • Family Succession Planning

Publications

As the sole Australian contributor to the Lexology GTDT and Law Business Research global reference guide to Private Clients, Kalus Kenny Intelex are recognised as leaders in Private Clients Law in Australia. This guide considers the latest updates and trends, in addition to vital information around tax, trusts and foundations, same-sex marriages, civil unions, succession, capacity and power of attorney, and immigration.

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

Kimi Shah

Kimi Shah

Partner

+ 61 3 8825 4800
Send Email

Lisa George

Lisa George

Lawyer

+ 61 3 8825 4800
Send Email

Estate Planning & Wealth Protection Insights

Discretionary trusts back on ATO radar

On 22 February 2022 the Australian Taxation Office (ATO) released a Draft Taxation Ruling TR 2022/D1 (Draft Ruling) and Practical Compliance Guideline PCG 2022/D1 (Compliance Guideline) about the tax treatment of: trust entitlements arising out of reimbursement...

New Year, New Will

With a new year comes the turn of a new leaf, resolutions and a clean slate. For many Australians, 2020 and 2021 were challenging years. Some lost loved ones, relationships ended or began, and some businesses had very challenging times. While many more challenges lie...

Kimi Shah shortlisted as a Finalist in the Women in Law Awards

Kimi Shah has been named as a finalist in the Lawyers Weekly Women in Law Awards 2021 for Senior Associate of the Year. The Lawyers Weekly Women in Law Awards is the benchmark for excellence, recognising the outstanding women influencing the legal profession in...