Estate planning
Although most of us would rather avoid thinking about it, we all need to make plans for dealing with the assets we leave behind when we die. Taking the time now to prepare and implement an estate plan can save a lot of time, money, and heartache for those you leave behind. We can provide you with legal advice on preparing and putting that estate plan in place, assist with the administration of estates after death and we can also advise and represent you if you have not been provided for adequately in a will.
Our Estate Planning Team can advise on:
- Drafting your will
- The advantages and disadvantages a family trust would have for your estate plan
- Enduring powers of attorney
- Relationship property agreements
- Gifting
Please contact Matthew Peploe for further advice.
Our Estate Administration Team can assist with:
- Obtaining a grant of probate or letters of administration
- Negotiating and documenting family arrangements to vary the terms of a will
- The administration of estates
Please contact Melissa Chilcott for further advice.
Our Estate Disputes Team can represent you to:
- Challenge a will maker’s capacity
- Make a claim when you have not been provided for adequately in the will including claims under the Family Protection Act and the Property (Relationships) Act
- Defend claims as an Executor or make claims against Executors
Please contact Sarah Rawcliffe for further advice.
Read our articles on estate planning
Age-based gifts in wills – when they work and when they don’t
Many people include age restrictions in their wills to prevent young beneficiaries from receiving an inheritance too soon. In this article, partner Matthew Peploe explains why those restrictions do not always work as intended and how the Trusts Act 2019 can allow beneficiaries to access their inheritance earlier than expected.
The Residential Care Subsidy: Planning Today for Tomorrow’s Care
Planning for long-term residential care involves more than health considerations, with asset ownership, trusts and gifting potentially affecting eligibility for financial assistance. In this article Mia Paintin outlines how the Residential Care Subsidy works and why early estate planning can be important for future eligibility.
