With offices in the inner Melbourne suburbs of Thornbury and Richmond, let our business and estate succession lawyers help you make the right legal decisions to protect your assets and interests.
At David Davis & Associates, from our offices in the inner Melbourne suburbs of Thornbury and Richmond, we provide experienced estate and business succession planning advice for Melbourne business operators, small business owners, and families with both simple and complex issues, assets and structures including those with family discretionary trusts, unit trusts and/or company entity structures, same-sex families and blended families. Our estate and business planning and experience provides you with the peace of mind to know that your loved ones will receive their intended assets
All too often we see that many of our clients do not understand what assets their businesses, companies, trusts or family members actually own. Clients sometimes mistakenly think that they personally own the properties, cars and shares and that they can use their Will to transfer these assets to their loved ones when they die. However, this misunderstanding can have dire consequences when these assets are in fact held by companies and trusts controlled by business partners, and the deceased’s family members are dismayed to find that they have little or no control over these assets.
It is our mission to provide you with the peace of mind knowing that your personal and business assets including company and trust assets will benefit the ones you love and care for and be controlled by those you trust when you die.
Estate and business succession planning includes:
Preparing your Wills including:
Assessing legal capacity
Complex Wills with Family Discretionary Trust or Protective Trusts
Urgent Wills due to travel, illness or near death
Preparing your Enduing Powers of Attorney
Assessing legal capacity to make an Enduring Power of Attorney
Reviewing your company and trust structures to understand what assets you own personally and those assets your business owns
If you would like to have a complete plan for your future and for the future of your loved ones, then contact David Davis & Associates and arrange an appointment with one of our estate and business succession lawyers at a time and office to suit you.
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