Effective estate planning will ensure your assets, including property, trusts, investments and more, are provided to the intended beneficiaries. This reduces the chance of conflict between beneficiaries and protects the estate assets from claims by unintended recipients.

Our lawyers combine legal experience with an incisive and pragmatic approach to resolving issues for individuals and families in their estate planning and business structuring.

We act for numerous high net worth Western Australian families and individuals, including working closely with client’s accountants and financial advisers. 

David Williams and Chris Osborn have each received the designation Trust & Estate Practitioner (STEP) by the Society of Trust and Estate Practitioners (STEP).

Our expertise includes advising in relation to:

• Establishing and varying trusts and asset protection structures
• Business succession planning and estate planning
• Complex wills
• Family discretionary, testamentary and unit trusts
• Preparing Self-Managed Super Fund Trust Deeds
• Preparing Enduring Powers of Attorney and Enduring Powers of Guardianship