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
Estate Planning & Wealth Protection Insights
5 Estate Planning mistakes you don’t want to make
It can be difficult to know where to start when it comes to implementing an effective estate plan that reflects your wishes and protects the interests of your loved ones. It is important that you get it right and in order to help you do so, we’ve outlined below 5...
Is it easy to obtain trust documents? Maybe so.
A general misconception is that if you are a beneficiary of a trust, you automatically have a right to trust information. A recent decision in the Supreme Court of Victoria Mantovani v Vanta Pty Ltd may have broadened a trustees’ duty to provide trust documents. The...
Court affirms fiduciary duties are not discretionary – Lessons for directors, trustees and professional advisors
In 2015/2016 it was recorded that there were nearly 850,000 trusts used in Australia holding more than $3 trillion worth of assets. But, how many people really understand trusts, and the obligations that go with them. Twigg v Twigg (No 4); Lambert v Twigg Investments...
Beneficiaries rights to Trust documents
A general misconception is that if you are a Beneficiary of a Trust, you automatically have a right to information about the Trust. However, this is not always the case. The historical approach – a proprietary right If we think about the basics of Trust law, a...
The future of Testamentary Trusts for you, your children, and their children
Every estate planning conversation includes a discussion about Testamentary Trusts. They can assist with asset protection and management, and taxation efficiency. However, recent legislative changes in this space means Testamentary Trusts don’t have all of the same...