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

Congratulations Sven Burchartz!

Congratulations Sven Burchartz!

Kalus Kenny Intelex  is thrilled to announce that Sven Burchartz has been short-listed for the prestigious Lawyers Weekly Partner of the Year Awards 2021. Sven has been named as a finalist in both the Commercial Partner and Litigation Partner categories. The Partner...

Blended Families and Property Ownership

Blended Families and Property Ownership

There are 6 million families in Australia[1]. Of these families: 90% with children consist of at least one child who is the natural or adopted child of both partners in the couple. 6% are step-families. That is, where one person is a step-child but there is no child...

Developers and property investors can’t catch a break

Developers and property investors can’t catch a break

The Victorian government’s handing down of the 2021 budget has suggested that those who have profited from the COVID-19 pandemic will be punished, with Victorian Treasurer, Mr Tim Pallas, stating that the 2021 budget will “increase taxes on top-end property owners who...