Modern day estate planning is more than simply making a Will. Let O’Hearn Lawyers help you.
Our estate planning lawyers are experts in helping you build a robust legal framework around your estate plan, one that allows you to achieve your objectives and makes sure your wealth isn’t dissipated by unnecessary tax liabilities, business risks or family law property settlements.
Business Succession Planning
O’Hearn Lawyers have knowledge and experience setting up business succession plans for many different business structures. We can help you develop a plan to make sure you’re organised for the expected and of course, unexpected.
Complex law issues such as Estate Planning need to be dealt with accurately to ensure they are distributed the way the owner intends/intended. O’Hearn Lawyers have the expertise in Estate Planning law to work with you to achieve the desired outcome.
Family Provision Act Claims
You can make a family provision claim if you are an eligible person and have been left out of a will, or did not receive what you thought you were entitled to receive. We can work through this process and determine if you’re an eligible person with this right. O’Hearn Lawyers can help you with guardianship orders, which entitles the holder to make decision on behalf of another person about lifestyle matters.
Powers of Attorney and Testamentary Trusts
We’re able to assist you with appointing Powers of Attorney, which can look after your financial needs on your behalf to your Enduring Guardian, who will look after you medical needs. If you’d like to secure your assets and provide a means of tax minimisation for your beneficiaries, a testamentary trust may be an option for you. The process can be quite complex, however we’ll take you through the steps and benefits of a testamentary trust within your legal rights.
If you’re the beneficiary of a Will that is being challenged, our lawyers can help you. Disputes of Wills are common, however it doesn’t have to be stressful and we can work together to reach a desired outcome. Our goal is to make the process as stress-free as possible.
Probate and Estate administration and Deceased Estates
O’Hearn Lawyers can support you with deceased estates, Probate & Administration. A grant of probate is issued to the executor(s) named in the current Will left by the deceased. Letters of administration are issued when the deceased person has not made a Will. In most instances the grant is made to the closest surviving next of kin of the deceased.
Superannuation and Binding Death Benefit Nominations
These days, most of us own a super fund and unfortunately it often gets overlooked when writing a Will. Superannuation is only dealt with by your Will if the trustee elects to pay it to your estate or alternatively directly from the fund to your dependents, without going through your estate.