Our team works with ultra-high net wealth and high net wealth individuals, to help them build the appropriate business and wealth structures and provide advice on how to transfer wealth seamlessly to the next generation.
We can provide you with simple and strategic advice to ensure both you and your assets are protected to your satisfaction whether your asset structure or family dynamics are simple or complicated.
Our services include:
- Testamentary Trusts
- Advice relating to blended families
- Enduring Powers of Attorney
- Appointments of Medical Decision Makers
- Advance Health Directives
- Discretionary Trusts
- Unit Trusts
- Disability Trusts
- Charitable Trusts
- Binding Nominations
- Relevant taxation advice
- Guardianship and Administration orders through the Victorian Civil and Administrative Tribunal (VCAT)
Why choose Kalus Kenny Intelex Lawyers?
No two trusts are the same! Knowing which tools in the estate planning jigsaw to use comes down to a thorough review of your unique situation.
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.
Experience is the difference.
From our Knowledge Base
Just in the nick of time - the COVID-19 Omnibus (Emergency Measures) (Commercial Leases and Licences) Regulations 2020 have been amended. The amendments take effect from 29 September 2020. Some of the most important changes are around the rent relief application...
Court affirms fiduciary duties are not discretionary – Lessons for directors, trustees and professional advisors
In 2015/2016 it was recorded that there were nearly 850,000 trusts used in Australia holding more than $3 trillion worth of assets. But, how many people really understand trusts, and the obligations that go with them. Twigg v Twigg (No 4); Lambert v Twigg Investments...
The Federal Government will extend the temporary relief measures for financially distressed individuals and businesses to 31 December 2020. The measures include: 1. The period within which a statutory demand must be complied is extended from 21 days to 6 months 2. The...