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

Partner

+ 61 3 8825 4800
Send Email

Lisa George

Lawyer

+ 61 3 8825 4800
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