Succession Planning

 

Whilst it makes sense to have your will and estate planning in order the effectiveness of the best laid plans can be reduced if you do not give proper consideration to other commercial matters such as asset protection.

If you do not take the time to consider your asset structures including your business ownership structures you may be missing opportunities to minimise tax, protect your assets and plan to hand control on to your intended beneficiaries when the time is right.

As superannuation has become one of our most significant assets it is also important that you understand the superannuation environment, the applicable rules and the effect of your death on your superannuation benefits.

We can also assist you to develop and implement business succession strategies to provide for departure from your business for reasons of retirement and also for reasons of incapacity, death or disablement.

We often work closely with your financial adviser or accountant to assist with your succession strategies.

 

Our services include;

  • Family Trusts
  • Self managed superannuation
  • Limited recourse borrowing arrangements
  • Deeds of Family Arrangement
  • Business succession plans
  • Buy/sell agreements

Tim Donlan is a member of the Society of Trusts and Estate Practitioners:

 

 

 

Exceptional Service

 

 

 

 

Not all law firms are the same and dealing with lawyers does not have to be a nerve wracking or frustrating experience.

At Donlan Lawyers we are very approachable and readily accessible and we specialise in only a few specific areas of law. For this reason we are able to provide you with a focused hands on approach to your legal issues and we work with you towards achieving your desired outcomes.

We realise that life tends to get in the way of arranging schedules. We are available for appointments after hours and on weekends and we can also travel to see you by arrangement.

 

 

 

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