Estate Planning Lawyers Sydney

1
Estate Planning Lawyers Sydney
Contact us 61 7 3648 9900
2
ESTATE PLANNING
In todays complex world your estate and business
succession planning is a process which requires
careful consideration of the full ambit of your
legal and financial circumstances. We must take
into account assets owned personally, owned by
companies or held by trusts, taxation
implications, asset protection, complex family
scenarios and a range of other legal and
financial matters.   A modern and balanced
estate plan is not limited to the preparation of
a will to ensure assets are managed and
distributed in accordance with your wishes. It
involves much more. Rouse Lawyers is an
Australian commercial law firm that stands apart
as a real alternative to large law firms and have
Estate Planning Lawyers in Sydney to make your
Estate Planning for you.
3
A Proper plan of estate planning

• A proper plan might include consideration of the
  following in your Estate Planning
• A Will
• Shareholder and partnership agreements which
  address current management and ownership issues
• Integrated company, trust, and superannuation
  structures
• The use of devices to avoid assets passing
  through your estate such as family trusts,
  insurance, joint tenancy and superannuation
• An enduring Power of Attorney
• Tax planning which addresses income tax, capital
  gains tax and stamp duty implications of
  transferring assets and/or managing assets upon
  death or other keys events

4
A Proper plan of estate planning

• The use of a testamentary trust/s in your Will
  to enable maximum flexibility so that a
  beneficiary can enjoy the maximum benefit of your
  estate.
• The use of insurance coverage as an asset in
  your plan
• Business Buy/Sell Deeds to provide options for
  departing and remaining stakeholders
• Balancing the rights of different categories of
  beneficiaries to receive income and/or capital
  and the right to control income and/or capital
• A financial plan

5
Our Estate Planning Lawyers
Matthew Rouse Team Leader
mrouse_at_rouselawyers.com.au
Matthew is the founder of the firm and leads the
corporate and commercial team. He developed his
expertise as a commercial lawyer with some of
Australia's largest law firms, with a focus on
mergers and acquisitions, intellectual property
and franchising. Matthew is trusted by his
clients to deliver astute and practical advice
and to ensure that the Rouse Lawyers team deliver
on their promise to offer top tier legal advice,
promptly, and with the clients interests, and
value, in mind.
6
Our Estate Planning Lawyers
Domenic Festa Practice Area Expert
dfesta_at_rouselawyers.com.au
With his experience in both accounting and
taxation law, Domenic's passion is identifying
suitable structures for clients to achieve their
commercial objectives. The majority of Domenic's
work has involved consulting to accountants,
lawyers and financial professionals on tax,
superannuation and structuring issues affecting
their clients.
7
contact us
Level 26, 44 MarketSt, Sydney, NSW2000, Australi
a Phone [phone]Fax [phone]
9911 Visit http//rouselawyers.com.au