ESTATE PLANNING

Estate Planning is the process of assisting you to arrive at decisions about what happens to your assets, rights and obligations, both personal and business, on death or loss of competency. At Diamond Conway, we have great depth of experience in helping people arrive at the best decisions for themselves and their family.

We prepare the right legal documents to ensure your decisions will be implemented should the need arise.

Very Effective Process

We follow a personal and very effective process that allows us to understand all your relevant background details, objectives, issues or concerns. We outline your options for addressing specific concerns and help you arrive at decisions on what is to happen should you die or lose competency. Over the years, we have addressed a very broad range of clients’ concerns. For example:

Business succession
Tax efficiency
Asset protection
Equity between family members
Avoiding disputes
Containing the impact where a dispute is inevitable
Trust succession
Maximising superannuation benefits
Potential ‘Blended family’ conflicts
Vulnerable beneficiaries

Collaborative Approach

Where called for, we prefer to work with your accountant or financial planner to ensure your Plan is appropriate from all perspectives.

Quality Legal Documents

Put simply, our documents do what they are meant to do. Our Wills, Enduring Power of Attorney appointments, Enduring Guardian appointments and all other documents follow plain language principles.

Business Succession

Many business owners hold a good deal of their wealth in their business. It is essential to ensure that value is transferred to the right hands should the business principal die or lose competency. Without a strong business succession plan, the value can be lost. Diamond Conway has considerable experience in:

understanding business dynamics
understanding the succession issues relevant to particular business entity arrangements
developing strategies (and the required implementation documents) that would deliver the right outcome should the need arise.

Estate Disputes

The best estate disputes between family members are the ones that don’t happen.
When we are preparing estate plans for our clients, we look for potential problems and put forward strategies aimed at either:

avoiding the dispute completely, or
mitigating its impact on both the people you care for and the end value of the estate.

Estate Planning can be a complex and emotional process, but Diamond Conway Lawyers have the expertise and understanding that will lead to the most beneficial results possible in your case.