Our team of Wills and Estates experts provide advice in relation to wills, powers of attorney, estates and succession planning law, asset protection and estate planning; wills and testamentary trusts; trusts law; probate and letters of administration; charitable giving; not-for-profit structures; superannuation and trust disputes.
Our Expertise
- Estate planning, including the drafting of Wills and Testamentary Trusts
- Probate Applications
- Preparing Powers of Attorney (Financial, Medical, Guardianship)
- Contested estate claims and Will validity claims
- Letters of Administration
- Applications to VCAT for Administration and Guardianship
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Asset protection
Written By Kathleen Jess. Consideration of asset protection strategies is an important part of yo...
Reminder to ensure that trust deeds are regularly reviewed
Written By Kathleen Jess. It is important that trust deeds are regularly reviewed, to ensure that...
Introduction of legislation to add an extra 15% tax on superannuation balances over $3 million
Written by Kathleen Jess As part of the announced 2023-24 budget measures, the Federal Government...
Exemptions to the vacant residential land tax – an update for holiday homeowners
Written By Kathleen Jess and John Ginnane. On 14 May 2024 further details were provided about cha...
Windfall Gains Tax on Rezoned land
Written By Kathleen Jess and Stephen Tsaketas If you own land in Victoria that has recently been...
Wisewould Mahony | Business & Commercial Insights – Volume 4
Wisewould Mahony offers a full suite of commercial legal services including M&A, private equity...
To DIY or not to DIY
Written by Genevieve Knight. At a cost $50 or less, a DIY Will Kit is an affordable and convenien...
Payroll tax for Victorian Private Schools
Some Victorian private schools to lose payroll tax exemption from 1 July 2024 By Kathleen Jess, S...
Payroll tax risks for the medical and allied health industries
By Kathleen Jess, Senior Associate. Engaging contractors can expose medical and allied health pra...
Amendments to the Vacant Residential Land Tax: What You Need to Know
Written by Julie Barkla, Kathleen Jess and Stephen Tsaketas. In 2017, the Victorian State Governm...
Proposed superannuation tax changes
What they are and how they may impact you The announcement by the Albanese Government to increase...
Voluntary Assisted Dying
In 2017 Victoria was the first Australian state to pass voluntary assisted dying legislation (the Vo...
Federal Budget Summary 2023/2024
With many speculations about whether this Budget would bring a surplus which has not been seen in th...
Acting as an Executor
Acting as an Executor can seem like a daunting task, particularly if it’s your first time being appo...
De facto Relationships
What you need to know It may be evident to many couples that they are living in a de facto relati...
PROPRIOTERY ESTOPPEL IN ESTATE LITIGTAION
Estoppel is a judicial doctrine existing in various common law jurisdictions. Its purpose is to a...
It’s super important
One of the most common questions I get asked by estate planning clients is if they should make a dea...
Divorce, what you need to know
Separation and Divorce When a marriage comes to an end, how do you begin the process of...
Not Finalising a Divorce
Why finalising your divorce is important when making a new Will. One in three marriages in Austra...
Where there’s not a Will, there’s still a way
There are many misconceptions regarding what happens to the estate of someone that has died intestat...
Early Christmas present for the taxpayer
An early Christmas present for the taxpayer and some welcome clarity In what many would consider...
New Season, New Will
The start of the new season is the perfect time to review your Will or finally make that appointment...
Just separated? Handy list of do’s and don’ts before meeting with your family lawyer
Separating from a long-term partner is often a difficult and overwhelming experience. Below are some...
Starting the Wills conversation
After welcoming our second child earlier this year I decided it was time to revisit a topic with my...