ESTATE PLANNING

At Dwyer Lawyers, we help our clients plan ahead. We know that a well-drafted estate plan can save our clients and their families worry and money.  We offer our clients and their families thoughtful personal attention, listening to their individual concerns about the estate planning process and guiding them towards the best outcomes to suit their needs.

We advise on the best way for our clients and their families to achieve security and peace of mind for the future, including -

• Wills
• Trusts - including Testamentary Trusts (see our FAQ's)
• Superannuation
• Probate
• Estate tax planning
• Family business succession

PROTECTING CLIENT WEALTH

Dwyer Lawyers have considerable skills when it comes to advising on the establishment and maintenance of effective business and personal investment structures, whether in Australia or overseas. As specialists, we are happy to work with our clients' regular legal or accounting advisers to develop tailor-made business and investment structures which deliver optimal outcomes.

Effective business and investment structuring has to maximize control and wealth protection for owners and directors while minimizing risk.  Planning for business sale or succession, providing against risks from death, divorce, disability or insolvency is part of the structuring process as is ensuring that any structure is tax effective and no unnecessary tax burdens are incurred.

In addition to advising on new structures, Dwyer Lawyers can regularly review and maintain existing structures as personal circumstances, laws and regulations change.

Dwyer Lawyers advise on the tax implications of completed transactions. Among other things, we advise on –