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
Types of assets and estate planning
A common misconception in estate planning is that all of your assets (no matter the capacity in which they are held) are ‘estate assets’ and governed by your Will. The distribution of an asset will depend on the type of asset and more specifically, how that asset is...
Sambucco: Revocation of a Will by marriage
Many people are not aware that a marriage can revoke a Will. Similarly, a divorce can invalidate appointments and gifts in a Will to the spouse. Sambucco v Registrar of Births, Deaths and Marriages Victoria & Anor [2020] VSC 889 (Sambucco) is a recent proceeding...
Changes to Trust transactions – What you need to know
The Australian Taxation Office (ATO) has recently foreshadowed the application of section 100A of the Income Tax Assessment Act 1936 (Cth) (the Act) will be broadened. The implications are that trust transactions that usually would not incur any adverse tax...
Review your Wills in Light of Changes to the FIRB Regime
The Australian Government have introduced changes to our foreign investment laws (FIRB Regime) which have come into effect from 1 January 2021. The new amending legislation is as follows: Foreign Investment Reform (Protecting Australia’s National Security) Act 2020...
5 tips for superannuation death benefit succession planning
Tip 1 - Locate and/or consolidate your superannuation funds It is not uncommon to have superannuation funds held with multiple superannuation providers. Generally, during the course of your working life you open new superannuation accounts with a different provider...