Estate Planning & Wealth Protection

Estate Planning & Wealth Protection is more than just the preparation of Wills and powers of attorney. It is about ensuring that the right structures are in place for the transition of wealth to the next generation. Asset protection, taxation benefits and minimising family disputes are just the beginning.

You need to be certain of the best way to pass on your personal, trust and business assets, whether during your lifetime or at the time of your death. Our team has extensive experience dealing with both simple and complicated estates. With more clients coming to us with involved needs and blended families, our experience with problematic relationships and complex structures ensures that your different needs will translate to a tailored plan.

We offer a unique and multidisciplinary service when it comes to providing you with advice. There is no ‘one size fits all’. All plans are tailor-made to your unique needs.

Our Estate Planning & Wealth Protection legal expertise includes:

  • Estate Planning
  • Estate Administration
  • Estate Disputes
  • Business Succession Planning

Why choose Kalus Kenny Intelex Lawyers?

At Kalus Kenny Intelex, estates and wealth protection is not dealt in a vacuum. We understand that to achieve the best results, we need to work closely with you, your family and other professional advisers like your accountant, banker and financial planner to obtain a holistic view of your structure and to tailor your advice.

We work closely with our clients to develop strong relationships and to achieve desirable outcomes.
With over 30 years of experience in Estates Law, our team are trusted advisors to some of Melbourne's most successful business people and families.

Understanding the complexities of business, family life, wealth and risk is our priority for all of our clients, and we pride ourselves on providing advice that is practical, commercial and strategic.

A different type of Estates lawyer.

Our Estate Planning & Wealth Protection Team

Henry Kalus

Partner

+61 3 8825 4800
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Kimi Shah

Senior Associate

+ 61 3 8825 4800
Send Email

Service Knowledge Base

Electronic signing and witnessing of wills

The COVID-19 Omnibus (Emergency Measures) Bill 2020 passed in April 2020 foreshadowed the electronic signing of estate planning documents such as Wills and Powers of Attorney pursuant to regulations to be finalised. On 12 May 2020, Victoria passed the Regulations...

Structuring for the future

The COVID-19 crisis is far from over. However, the gradual easing of lockdown restrictions now appears likely, so businesses can start to plan for the future and for the opportunities that it will hold. As part of the recovery process, businesses may need to consider...

Modern approach to guardianship and administration

The new Guardianship and Administration Act 2019 (the Act) passed through the Victorian parliament in May 2019 and received royal assent on 4 July 2019. It commenced on 1 March 2020. Under the new legislation, VCAT has retained its powers in relation to making...

Important changes to Foreign Purchaser Additional Duty (FPAD)

Is your family trust purchasing residential property in Victoria? From 1 March 2020 changes to Victoria’s Foreign Purchaser Additional Duty (FPAD) will have far reaching implications. FPAD is an 8% duty payable in addition to stamp duty on all residential properties...

Kalus Kenny Intelex is moving

We wish to update you on our exciting news!  Kalus Kenny Intelex is moving to 4 Riverside Quay, Southbank. We will be the same firm but, after more than 25 years at the Como Centre in South Yarra, we are truly excited for our future in the transformed Southbank...