Estate Planning

Estate Planning is more than creating a simple will. It involves the process of arranging for the distribution of all of the assets a person owns or controls.

If you are seeking solid, Professional advice with any kind of Legal matter, Diamond Conway's Legal team of Accredited Lawyers can help.

Call us today on 02 9222 8000.

Estate Planning

Estate Planning is the process of assisting you arrive at decisions about what happens to your assets, rights and obligations, both personal and business, on death or loss of competency.
At Diamond Conway, we have a depth of experience in helping people arrive at the best decisions for themselves and their family. We prepare the right legal documents to ensure your decisions could be implemented should the need arise.

Very Effective Process

We follow a personal and very effective process that allows us to capture all your relevant background detail, objectives, issues or concerns. We outline your options for addressing specific concerns and help you arrive at decisions on what is to happen should you die or lose competency.

Over the years we have worked with people to address a very broad range of concerns. For example:

  • Business succession.
  • Tax efficiency
  • Asset protection
  • Equity between family members
  • Avoiding disputes
  • Containing the impact where a dispute is inevitable
  • Trust succession
  • Maximising superannuation benefits
  • Potential ‘Blended family’ conflicts
  • Vulnerable beneficiaries
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or Speak to one of our Legal Specialists today! Call 02 9222 8000

Collaborative Approach

Where called for, we prefer to work with your accountant or financial planner to ensure your Plan is appropriate from all perspectives.

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or Speak to one of our Legal Specialists today! Call 02 9222 8000

Quality Legal Documents

Put simply, our documents do what they are meant to do. Our Wills, Enduring Power of Attorney appointments, Enduring Guardian appointments and all other documents follow plain language principles.

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or Speak to one of our Legal Specialists today! Call 02 9222 8000

Business Succession

Many business owners hold a good deal of their wealth in their business. Ensuring that value is transferred to the right hands should the business principal die or lose competency is essential.

Without a strong business succession plan, the value can be lost. Diamond Conway have considerable experience in;

  • understanding business dynamics,
  • understanding the succession issues relevant to particular business entity arrangements, and
  • developing strategies (and the required implementation documents) that would deliver the right outcome should the need arise.
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or Speak to one of our Legal Specialists today! Call 02 9222 8000

Estate Disputes

The best estate disputes between family members are the ones that don’t happen.

When we are preparing estate plans for our clients, we look for potential problems and put forward strategies aimed at either:

  • avoiding the dispute completely, or
  • mitigating its impact on both the people you care for and the end value of the estate.
SEND AN ENQUIRY

or Speak to one of our Legal Specialists today! Call 02 9222 8000

WILLS & ESTATES LAW
LEGAL SPECIALISTS

To find out about or contact one of our lawyers, please feel free to click on the links below.

Phillip Meisner/MANAGING PARTNER
Michaela Money/PARTNER
John Stinson/PARTNER
Louise Bedson/CONSULTANT
Matthew Hudspeth/SOLICITOR

Click here to meet all our Partners, Solicitors, Consultants and Associates


CALL US 02 9222 8000 REQUEST AN APPOINTMENT SEND AN ENQUIRY SEND TO A FRIEND
DC LAW NEWS ALERTS
Release of Rights to Family Provision Claims
While an individual is free to leave their property as they see fit upon their death, Chapter 3 of the Succession Act 2006 (NSW) (‘the Act’) places a significant restriction on a testator’s testamentary freedom.
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Bad news for Developers and for home-buyers
The decision in Botany Bay City Council v Botany Development Pty Ltd (No 2) [2015] NSWLEC 55 On 9 April 2015, the Land and Environment Court of New South Wales handed down a decision which has negative implications for both developers and home buyers and which will potentially impact residential development projects across all of NSW.
read more
Enduring Powers of Attorney in NSW
What is a Power of Attorney? A power of attorney is a document empowering a person (or persons)(“the attorney”) to act on behalf of another person (“the principal”) with respect to the principal’s assets, debts and financial affairs. Powers of attorney can be:
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The High Court’s unfortunate analysis in Clark V Macourt
Let’s hope it’s not a seminal decision! The decision in Clark v Macourt is a terrific example of the idea that the High Court is right because it’s final, not final because it's right. The High Court has ruled that in quantifying the damage a person has suffered as a result of breach of contract, the actual loss suffered by the person is wholly and utterly irrelevant. Well the Court didn’t actually say that, but that is indeed the effect of the decision.
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Can a person be left out of a Will?
A look at some cases on estrangement Children of any age and other eligible persons (as defined under the Succession Act 2006) have the right to make a claim on an estate for provision (or more than they were left under the Will) for their maintenance, education and advancement in life. This is known as a family provision claim.
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The Short Lives Of Testamentary And Family Trusts
Trusts, which are colloquially known as “testamentary” or “family trusts” have one thing in common. That is that the Trustee can pick and choose from within a wide group of beneficiaries how to distribute the trust income and capital from time to time. This provides significant opportunity for a reduction of various taxes, protection from creditors and estate planning generally. However, unlike companies, such trusts cannot go on forever.
read more
457 Laws Get Tough!
On 27 June 2013 the Government’s proposed changes to the subclass 457 visa program set out in the Migration Amendment (Temporary Sponsored Visa) Bill 2013 passed through the Senate. The Bill is currently awaiting royal assent and it is likely that the changes will take effect as a matter of priority.
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Nomination Requirements and the Significant Investor Visa
The Significant Investor Visa arrangements require that applicants for the provisional 188 and subsequent 888 permanent residence visas have state nomination in place.
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The 5 Million Dollar Visa!
Got a Spare 5 Million? Buy your way into Australia Today! On 24 November the Minister for Immigration & Citizenship rolled out the Significant Investor Provisional-to-Permanent Visa arrangements under the new Business Innovation and Investor Stream.
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The National Business Name Register
Has your business registered its business name? ASIC is making life easier by cutting the red tape…
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Government to get tough on hiring of illegal workers
Immigration Minister Chris Bowen announced the federal government will introduce new laws next year to crack down on the hiring of illegal workers.
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Retailers and Manufacturers Beware!
New Warranty Rules Apply from 1 January 2012 - From 1 January 2012, new rules will govern the wording of warranties given by suppliers to consumers who purchase goods and services...
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Retention of Title
Radical Changes on the Horizon - Does your business have a ‘retention of title’ clause in its trading terms? The days when a supplier could invoke a retention of title clause in an ...
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A New Source of Director Liability
In a recent decision of the Supreme Court of Queensland, an often overlooked section of the Corporations Act (the “Act”) was invoked by a plaintiff to make a...
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