Trust & Asset Planning

Personal Asset Planning

As your family or business grows, your asset management and wealth protection needs change. Well-designed trusts, wills and estate plans can help prevent conflict after a person passes away, ensuring that your wishes are given effect to without a complicated or divisive dispute.

Martelli McKegg’s trusts and estates team are specialists in trusts, wills and estates. They bring a comprehensive approach to personal asset planning and enjoy partnering with you and your other advisers to create bespoke and tailored solutions suited to your specific situation.

Services include:

Wills, Enduring Powers of Attorney and Advance Medical Directives
Forming trusts – including family trusts, foreign trusts, charitable trusts and trading trusts
Independent professional trustee services
Ongoing trust administration
Reviewing, varying, resettling and administering bespoke trust structures
Advising executors, trustees and beneficiaries as to their rights and obligations
Advising on Occupation Right Agreements
Business and family succession, asset planning and restructuring
Navigating legal issues where someone has been found mentally incapable of managing their own affairs

We understand that no two families are the same which is why we offer so much more than a ‘one size fits all’ approach.

Trust and Estate Disputes

Complications, conflict, tough conversations – trust and estate issues can be difficult to navigate. If you’re a concerned trustee, seek clarification of trust terms, you’ve been excluded from a will, or you’re dealing with any kind of trust and asset dispute, we can help. As trust and litigation experts, we are experienced in helping clients resolve conflict.

Find out more about our Trust and Estate Litigation services.