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

Kimi Shah

Kimi Shah

Partner

+ 61 3 8825 4800
Send Email

Lisa George

Lisa George

Lawyer

+ 61 3 8825 4800
Send Email

Our Latest Insights

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Delayed property settlement? It will cost you!

For contracts of sale or arrangements entered into on and from 1 July 2022, the State Revenue Office will now impose duty on penalty interest paid by a purchaser due to a late or delayed settlement. This new duty is the result of a recent Victorian Supreme Court...

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Have you reviewed your employment contracts and policies recently?

It is important for employers review their employment contracts and policies periodically. Many businesses conduct a performance review, and often pay review, for employees towards the end of the financial year. Such reviews are an important opportunity for employers...