

We understand estate planning is about more than just writing a Will, it’s a comprehensive, customised process to protect your legacy.
Our estate planning process ensures that your assets are managed and distributed according to your wishes, both now and in the future.
Our Estate Planning Lawyers at Culshaw Miller address all aspects of estate planning, including the guardianship of children, property ownership, superannuation, tax, asset protection and Centrelink considerations.
With comprehensive expertise, we can prepare tailored estate planning documents such as Wills (including testamentary trusts), Enduring Powers of Attorney, Enduring Powers of Attorney and Advance Health Directives as well as superannuation death benefit nominations and trust deed variations or amendments.
Our team can tailor strategies and prepare a variety of trust related documents including how to deal with changes of trustee, succession of controlling positions, asset vesting. We also routinely advise trustees on their duties, and beneficiaries on their rights.
We also advise on strategies to minimise challenges to your Will and superannuation and potential claims against your estate and can advise on and prepare business succession plans.
With our empathetic and knowledgeable approach, we also specialise in advising on testamentary capacity and undue influence issues.
Contact Culshaw Miller Lawyers today for your estate planning needs. Fixed fee initial appointments available.
If you have property in your own name (including superannuation), you need a Will to properly set out your wishes for distributing your estate upon your death.
There are strict requirements that must be complied with to ensure a document is a valid Will and a lawyer experienced in Estate Planning will be able to advise you to ensure the document is prepared and executed appropriately.
Whatever your personal or business assets, it is important to receive professional advice about your Will to ensure that it accurately reflects your circumstances, and it will benefit your loved ones.
For more information about Wills, please visit our FAQs page.
An EPA is a document by which you appoint a person of your choice to make financial and property decisions on your behalf if you become ill, have an accident, are away from the State or country or for any other reason.
Most importantly, an EPA allows you to appoint someone of your choice, someone you trust to make decisions for you if you lose legal capacity in the future.
This person is called your attorney and will be able to make any decisions in relation to your finances or property so long as it in your best interests. This may also be applied to some family trusts.
For more detailed information, please visit our FAQs page.
The purpose of a Family Trust or Discretionary Trust is to hold assets or to conduct a business and to distribute the income between the beneficiaries.
This type of trust allows for streaming income and for more than one beneficiary. It has a Trustee(s) with the discretion to distribute income and capital to the beneficiaries. There is no fixed interest or entitlement of the trust fund.
Trusts can be used for asset protection purposes, to protect against claims by creditors, and to enable to share the income tax amongst more than one family member.
Our lawyers are extensively experienced in drafting Family Trusts.
Please contact us to book an initial consultation to discuss your requirements.
Our experienced estate planning lawyers can advise on a number of areas of law.
With combined specialist legal experience and a strong customer service focus, we deliver results and solutions for your legal issue.
Our policy is to be upfront with our clients in both costs and qualified, knowledgeable legal advice.