Trusts & Estates
We provide services to ensure that people plan effectively and comprehensively for their future, and the future of their families, so that their property and personal affairs are in order. We understand that as your path through life develops, so does your need to have in place structures that are practical and robust to cope with the challenges that life may deal to you and to your loved ones. Whether you are a home owner, investor, business owner, starting a family or a retired person, asset protection and succession planning affects you. Effective asset and succession planning can ensure that your hard earned assets are preserved from possible claims and risks and that those assets can pass in the most efficient manner into the hands of the next generation. We have a wide range of experience in the following areas:
- Trusts including designing and advising on new trusts, transferring assets to a trust, gifting, re-settlement and variation of existing trusts, establishing special purpose trusts including charitable trusts.
- Estate Administration including applications for Probate and Letters of Administration and the realisation of estate assets and distribution of an estate to beneficiaries.
- Wills including advice as to the disposition of assets and the preparation of Wills to reflect and implement client’s wishes.
- Enduring Powers of Attorney including advice as to the appointment of attorneys and the preparation of these documents.
- Retirement Village structures and advice regarding Residential Care Loan Subsidies.
The Team
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| Ron Backhouse Partner Phone (07) 834 6038 Email Ron |
Glenda Graham |
Annette Tunley Registered Legal Executive Phone (07) 834 6007 Email Annette |
Barry Webber Trusts Manager Phone (07) 834 6154 Email Barry |
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| Wendy Law Registered Legal Executive Phone (07) 834 6094 Email Wendy |
Carolyn Stowell Legal Executive Phone (07) 834 6014 Email Carolyn |
Carolyn Sharp Deeds Administrator Phone (07) 834 6015 Email Carolyn |