Estate Planning

Preparing a Will and assisting you with your estate planning needs takes experience.

Our team works with ultra-high net wealth and high net wealth individuals, to help them build the appropriate business and wealth structures and provide advice on how to transfer wealth seamlessly to the next generation.

We can provide you with simple and strategic advice to ensure both you and your assets are protected to your satisfaction whether your asset structure or family dynamics are simple or complicated.

Our services include:

  • Wills
  • Testamentary Trusts
  • Advice relating to blended families
  • Enduring Powers of Attorney
  • Appointments of Medical Decision Makers
  • Advance Health Directives
  • Discretionary Trusts
  • Unit Trusts
  • Disability Trusts
  • Charitable Trusts
  • Superannuation
  • Binding Nominations
  • Relevant taxation advice
  • Guardianship and Administration orders through the Victorian Civil and Administrative Tribunal (VCAT)

Why choose Kalus Kenny Intelex Lawyers?

No two trusts are the same! Knowing which tools in the estate planning jigsaw to use comes down to a thorough review of your unique situation.

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.

Experience is the difference.

Our Estate Planning & Wealth Protection Team

Henry Kalus

Partner

+61 3 8825 4800
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Kimi Shah

Senior Associate

+ 61 3 8825 4800
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Lisa George

Lawyer

+ 61 3 8825 4800
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Our Latest Insights

How should employers manage the COVID-19 vaccination roll out?

How should employers manage the COVID-19 vaccination roll out?

With COVID-19 vaccinations rolling out in Australia, employers may be considering asking their employees whether they have been, or will be, vaccinated against the virus. They may also be wondering whether they can, or should, require that their employees get the...

Types of assets and estate planning

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

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...