OUR EXPERTISE
Succession of Family Trusts & Companies
Planning who will take over a family trust or private company is an important part of estate planning, especially if you want the right people to carry things forward after you’re gone. While these assets don’t usually form part of your estate, you can still guide their future through your Will and other supporting documents.
We work with families across Geelong, Greater Melbourne, and Victoria to create tailored succession plans, so trusts and companies can continue smoothly and stay in the hands of those you trust most.
FAQ’S ABOUT SUCCESSION OF FAMILY TRUSTS & COMPANIES
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Depending on the terms of the trust deed, your family discretionary trust may continue after your death. Although the trust assets do not form part of your estate, you may be able to influence the future control of your family discretionary trust through your Will.
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Transfer of control of your company after your death may depend on who will inherit your shares in the company.
Subject to the company constitution, a provision about who will receive your shares in the company may be included in your Will.
Our Core Values
Relationships
We build long-standing relationships with our clients. That means we are with you every step of the way, no matter what stage of life you are at.
Client Service
Ensuring our clients receive exceptional service is integral to us. We want our clients to feel supported during their experience with Wills and Succession Lawyers.
Experience & Expertise
With over 12 years experience in the industry, we have a proven track record of work in Wills and Estate Planning and exceptional client satisfaction.
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