Estate planning involves more than just drafting a will. At bdlegal, we review our client’s personal and family circumstances, their business arrangements and structures and understand how assets are held and review all aspects including company and trust documents to provide our clients with the best possible outcome to ensure their affairs are structured to ensure their wishes are carried out.
bdlegal can prepare complex testamentary and specialised trust wills but only after extensive consultation, analysis and understanding of our client’s requirements.
Superannuation, including self-managed superannuation, is now a significant part of estate planning and bdlegal will ensure that the client’s estate planning incorporates a review and if necessary a revision of superannuation trust deeds.
A consequence of our expertise in estate law is dealing with estate litigation where wills are challenged and often dealing with complex estates involving small or medium enterprises as well as personal assets. bdlegal can provide expert advice on potential challenges to wills. This involves providing advice to both executors and potential applicants on family provision applications where family members do not consider they have been adequately provided for in a testator’s will.