Estates & Succession Planning

Estate and succession planning 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 Estates & Succession Planning legal expertise includes:

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

Why choose Kalus Kenny Intelex Lawyers?

At Kalus Kenny Intelex, estates and succession planning 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 Estates & Succession Planning Team

Henry Kalus

Partner

+61 3 8825 4800
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Service Knowledge Base

Changes to your medical decision maker

There has been recent changes in Victoria concerning Enduring Powers of Attorney (Medical Treatment) (Medical EPA), which took effect on 12 March 2018. Some important matters to note are: Any existing Medical EPA’s in place before 12 March are still valid; From 12...

Changes to executors’ responsibilities

Are you a beneficiary of a Will with a professional acting as executor? Or are you a professional acting as an executor? Many testators appoint professionals such as lawyers or accountants to be executors under their Wills. Usually, these professionals either charge a...

Estate planning and cryptocurrency

Cryptocurrency, such as Bitcoin and Ethereum, is becoming a lucrative asset. As the value of some cryptocurrency keeps skyrocketing, this creates a number of issues, especially with your estate planning. What do you need to consider with your estate planning when you...