Estate Planning
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
Our Latest Insights
International Lawyers Network recognised as a Chambers ‘Leading Law Firm Network’
2020 was the year of just getting on with it for KKI. Whilst doing what we always did - the very best for our clients and our people, we also made sure we looked to the future and our place in the world and this region. With a solid and ever growing group of clients...
We did it!
Well we did it. To get to the end of this remarkable year largely intact is enough to make me believe in miracles. But I don't believe in miracles. I believe in people. After a year which was terrifying some of the time and challenging all of the time, I am convinced...
Managing event risks
As this year’s Bathurst 1000 has been run and won and the AFL and Rugby finals completed, our Commercial and Sports Law team reflect on the management of event risks. Sven Burchartz, a long-time motorsport category manager, team owner and competitor, and Graham...