WILLS & ESTATE PLANNING

PROTECTING YOUR WEALTH

O’Rourke & Associates provides professional legal advice encompassing strategies, processes and actions) focused on the preservation and transfer of your wealth to your designated successors

A Will deals with the transfer of assets. An estate plan transfers your total wealth including business interests, superannuation and trust interests using effective entities. A comprehensive estate plan will plan for your incapacity and include appointments of an enduring power of attorney and enduring guardian.

An estate plan may include:

  • A simple Will

  • A Testamentary Trust Will

  • An international Will

  • Guardianship of children

  • Superannuation

  • Life insurance

  • Establishment of an intervivos trusts

  • Enduring power of attorney

  • Enduring guardian

  • Income tax planning - capital gains tax planning

  • State tax planning - NSW taxation of discretionary trusts with ‘foreign’ potential beneficiaries

We do this by:

  • Determining our client’s objectives and advising what Will documents are required to obtain their objectives

  • Wills with appropriate testamentary trust mechanisms to minimise beneficiary creditor risk, enable a tax-effective minimisation strategy post-death and potentially quarantine inheritance from attack from family law proceedings

  • Enduring power of attorney (financial and legal) and enduring guardian documents (medical, dental accomodation) in case of incapacity for an individual

  • Review of trust, company and superannuation documentation

  • Review of life insurance policies

  • Child loan agreements

  • Trusts to protect children from a prior relationship

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Not Advice

The information provided on the O’Rourke & Associates website is not intended to constitute legal, business or other professional advice. It is provided as general information only and is not intended as a substitute for advice from a qualified professional such as a solicitor who is familiar with the facts of your particular circumstances.