Level 1, 290 Coventry Street (PO Box 2085) South Melbourne Vic 3205 Ph: (03) 9092 9400 Fax: (03) 9092 9440 firstname.lastname@example.org www.dbalawyers.com.au DBA Lawyers Pty Ltd ACN 120 513 037 Estate Planning Services DBA harnesses the expertise of its lawyers to provide a well-rounded estate and succession planning service. These services include: • advice on tax effective family and estate planning; • preparing a range of Wills especially those incorporating testamentary trusts; • enduring financial/medical/guardianship powers of attorney; • business succession planning including buy-sell agreements; • advice on succession to family companies, trusts, partnerships and superannuation funds; • discretionary versus binding death benefit nominations for superannuation interests; • advice on superannuation death payments and advice on self managed superannuation fund (‘SMSF’) succession strategies; and • structuring assets and asset protection advice. Tax, Superannuation & Related Services Our estate planning services have regard to taxation, superannuation, asset protection, and general legal considerations. DBA has considerable experience in drafting Wills incorporating testamentary trusts and other legal documents including deeds of succession to family or discretionary trusts and Enduring Powers of Attorney. We also provide as part of our practice family trusts, unit trusts, superannuation funds, and buy-sell agreements. We advise on a broad range of taxation and superannuation issues relating to estate and succession planning. As there are considerable opportunities for wealth to transfer outside a person’s estate, we also cover these issues with our clients in an estate planning assignment. For example, we explain the importance of such matters as joint ownership of property and other means of transferring wealth from one generation to another upon death in the most tax effective manner. A Tailored Solution We utilise different types of Wills and methods of advising on various estate planning and succession strategies. Invariably there is considerable drafting of Wills to suit each client’s particular circumstances and wishes. A testamentary trust Will is not a standard document where ‘one size fits all’. We have numerous variations and different strategies for handling different scenarios. A Will with a testamentary trust must be carefully implemented, as there are advantages and disadvantages of using such documents. Industry Leaders DBA’s lawyers regularly present at industry and professional seminars on estate and succession planning, especially in relation to succession for SMSFs and superannuation planning. EPS National Legal Network DBA is part of a national legal group which operates as the Estate Planning Specialists (‘EPS’). This group provides us with considerable resources to provide a national solution in each of Australia’s capital cities. This group’s objective is to be the leading legal network in estate planning solutions. The experience and expertise of the practitioners and firms behind this group is considerable. The interstate firms in the EPS network are listed on our website. Fees and charges DBA’s philosophy is that expert advice and documentation should be competitively priced. Broadly, our charges are based on the time taken to complete each assignment. However, costs for each assignment depend on its specific facts and work involved. We also have a range of value added services that our clients obtain such as free newsletters and information memorandums on various estate planning topics. Our team We have a number of experienced Wills and estates lawyers (including an Accredited Wills and Estates specialist) with considerable experience in taxation, superannuation and business succession planning. Please contact Alan Farrar on (03) 9092 9400 if you have any queries or visit www.dbalawyers.com.au.
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