Our Services » wills + estate planning
It is now easier for people not named in a Will to claim against a deceased estate.
Our job is to make sure your Will is written to minimise adverse claims and to ensure that they are administered the way you want, quickly and not depleted by taxes.
The M+K wills and estate team caters to large and small businesses in preparing Wills and advice on:
estate planningsuccession planning and-
asset protection ranging from traditional "mum and dad" Wills to highly complex structures involving interrelated personal, business, corporate, family trust, superannuation and testamentary trusts assets
- establishing Family Charters and Constitutions to help transfer wealth, and family values, beyond one generation
Deceased estate administration from the simple to the complex and estate litigation involving challenges to deceased estate in the Supreme Court complete the team's workload.
Areas of expertise:
- buy/sell agreements involving insurance-funded put and call options
- advising on alternative buy/sell structured and associated tax implications
- planning for inter-generational change in business ownership
- restructuring for succession and asset protection
- relationship of business and personal succession planning, including family testamentary trusts
- partnership, shareholder and unit holder agreements
M+K contact
David Lucas, Principal
Greg Peach, Principal
Naomi Guyett, Senior Associate
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