Expertise - Estate Planning

Estate Planning

As a service to our accommodation industry clients, Pevy Lawyers maintains a dedicated estate planning service featuring tax effective structures and the development of testamentary trust products. Our objective is to ensure our clients receive the best possible outcomes with their business and personal wealth succession planning.

 

Our estate planning service is comprehensive, encompassing the following:

 

  • Testamentary and family trusts to ensure long term retention of control and tax effective vehicles;

  • Superannuation and other death benefit binding nominations and business succession arrangements;

  • Strategies to avoid contested will actions and other litigation;

  • Binding financial agreements and guardianship directives;

  • Advanced health directives, together with enduring and general powers of attorney; and

  • Estate management for our executor clients including probate and letters of administration.

 

Contact – Trent Pevy and Amelia Hiscoke

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