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
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Just over five years after the California-based retail giant Deckers Outdoor Corp. (Deckers) filed a lawsuit against Sydney-based footwear company, Australian Leather Pty Ltd (Australian Leather) for trademark infringement, the U.S. Court of Appeals for the Federal...
Construction site compliance blitz
A recent State Government announcement revealed that due to recently observed COVID-19 impacts on the construction industry, the Industry Enforcement and Engagement Operation and Building Authority and Worksafe bodies will be conducting a 4-week long compliance blitz...
Undisclosed superannuation entitlements – You can run but you can’t hide
You can run but you can't hide! With new legislation enabling parties to obtain details of their former partner’s superannuation entitlements, superannuation can no longer be hidden from former spouses during family settlements. The reality is that people often have...