Asset Planning

Asset Planning

Asset planning requires a good understanding of your present assets, future intentions, and potential liabilities, to then work alongside other professionals such as accountants, investment brokers and bankers to develop a solution that best suits your individual needs. Our team can help you with:

  • Drafting wills.
  • Trusts.
  • Powers of attorney.
  • The Protection of Personal and Property Rights Act.
Our Asset Planning Team
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Amanda Bedford (Hockley) Director
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Phil Harris Director
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Natalie Whitelock Associate
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Kaylee Bird Senior Solicitor
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Renee Clark Senior Solicitor
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Danielle Cronin Senior Legal Executive
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Carol Folkard Support Staff

A will remains one of the most important documents you'll ever sign, so it's vital not to treat it as a “tick box” exercise. We have the experience to provide expert guidance on how to get your will right and avoid problems for your family in the future.

Our Experts
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Amanda Bedford (Hockley) Director
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Natalie Whitelock Associate
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Kaylee Bird Senior Solicitor
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Renee Clark Senior Solicitor
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Danielle Cronin Senior Legal Executive

Trust law is a dynamic area, with recent case law covering a range of issues including trust-busting, sham trusts, beneficiary rights and rest home claw-back. We offer advice and support on:

  • Family trusts.
  • Trading trusts.
  • Trust resettlements and restructuring.
  • Challenges to trusts.
Our Experts
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Amanda Bedford (Hockley) Director
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Natalie Whitelock Associate
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Kaylee Bird Senior Solicitor
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Renee Clark Senior Solicitor

Relationship property structures can be complex and require specialist knowledge to ensure you're protecting what you value. Our team of experts can advise you on the steps you need to take to legally protect your separate property including:

  • Drafting and advising on contracting out agreements at the beginning of a relationship.
  • Drafting and advising on contracting out agreements during a marriage.
  • Management of trust and company property as part of any agreement.
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Daniel Shore Director
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Natalie Whitelock Associate
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Chantelle Holland Associate
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Renee Clark Senior Solicitor

Dealing with a loved one passing away is a difficult and emotional time. We have the skills and expertise to support you through the entire estate administration process including:

  • Applying for a grant of probate in the High Court.
  • Apply for letters of administration (if there is no will).
  • Distributing assets to the beneficiaries.
Our Experts
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Amanda Bedford (Hockley) Director
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Natalie Whitelock Associate
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Kaylee Bird Senior Solicitor
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Renee Clark Senior Solicitor
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Danielle Cronin Senior Legal Executive

Like any decision involving property, moving into a retirement village is an important decision which requires the right guidance and advice. Our team of experts will unravel the legal jargon to help you make an informed decision and ease your transition into a retirement village. We can assist you with:

  • Independent advice.
  • Rights and obligations under the Retirement Villages Act 2003.
  • The Retirement Villages Code of Practice 2008.

  

Our Experts
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Amanda Bedford (Hockley) Director
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Natalie Whitelock Associate
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Renee Clark Senior Solicitor
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Danielle Cronin Senior Legal Executive
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