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Estates

Balwyn North Estates Lawyers
  • Wills – including Estate Planning and Trusts
  • Probate
  • Contested Estates

Nobody likes to think about it too much, but inevitably one day you will have to leave your business or farm, whether by selling up, retiring or leaving for health reasons.

Natasha Andres and Milan Stupar, supported by the other departments of the firm when required, our Estates team provide caring and quality service with years of experience.

It is very important to have a succession plan in place that makes the transition easy not only for yourself but also for your family or employees and minimises the chances of the business or farm having to be sold up when you leave

Estate planning goes beyond drafting a will – it includes:

  • The assessment of assets
  • The assessment of likely taxation
  • Advice regarding the possibility of claims against the estate by third parties
  • The protection of assets

Estate planning is an active process of re-evaluating the estate when circumstances in life change, such as:

  • Newly married couples or those divorcing
  • A change to the family’s asset pool
  • A change in working conditions such as the buying or selling of a business
  • Changes to superannuation, insurance policies or taxation levels
  • The establishment of discretionary trusts

A successful plan is made involving all family members as it will take into account not only provisions for your retirement income but also the plans, aptitudes and existing assets of younger generations.

Contact us to find out more or to arrange an appointment to discuss your estate.

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Patten Robins Lawyers

We have a range of lawyers and advanced legal staff with expertise in specific areas of law.

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Contact Us

  • Balwyn North Office: PRG Building, 62-64 Doncaster Road, Balwyn North VIC 3104
  • P.O. Box 49, Balwyn North VIC 3104
  • 03 9859 5455
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