Estates and Succession – Forms and Brochures

Mills Oakley Private Advisory Team

Mills Oakley Private Advisory provides expert legal and consulting services to the owners of private and family businesses of all types from small start-ups to the largest family groups.

To read more about Mills Oakley’s Private Advisory offerings, download the PDF here.

Fact Finder

To access the Mills Oakley Estate Planning Fact Finder, download the PDF here.

Preserving Wealth for Future Generations

The objective of a succession plan is to protect the family’s key assets and preserve the family’s wealth for future generations.

To read more about Preserving Wealth for Future Generations, download the PDF here.

 

Brisbane Offerings:

Advanced Health Directives

Do you want to give instructions to your doctors and family about how you want to be treated if you suffer an advanced illness or injury? Do you want to relieve them of the difficulty in making those choices for you after you lose capacity to make them for yourself?

If so, you need to complete an Advanced Health Directive with your doctor and solicitor.

To read more about Advanced Health Directives, download the PDF here.

Asset Protection in Estate Planning

Do you want to protect your hard earned wealth from potential third party claims upon your estate? Do you have children or beneficiaries with special needs or disabilities and are you concerned with protecting their inheritance after you die?

To read more about Asset Protection in Estate Planning, download the PDF here.

Enduring Powers of Attorney

Do you want to specify who will look after you if you fall ill or have an accident and lose capacity to make decisions for yourself?

If so, you need to complete an Enduring Power of Attorney with your solicitor.

To read more about Enduring Powers of Attorney, download the PDF here.

Estates Proceeds Trusts

Have you inherited an estate from a deceased spouse and have children to raise? If there is no Testamentary Trust in the deceased’s Will, this article is for you.

To read more about Estates Proceeds Trusts, download the PDF here.

Probate and Letters of Administration

You need to obtain a Grant of Probate or Letters of Administration to protect yourself when administering a deceased person’s estate. Organisations like banks, insurers, super funds and retirement homes may refuse to deal with you if you cannot verify your authority or title to the estate assets.

To read more about Probate and Letters of Administration, download the PDF here.

Superannuation and Insurance in Estate Planning

For many clients, their superannuation and associated insurance policies are their greatest ‘non-estate asset’. You need to make special estate planning arrangements to ensure these assets pass upon your death to nominated beneficiaries in a financially/tax efficient way.

To read more about Superannuation and Insurance in Estate Planning, download the PDF here.

Testamentary Trusts

Have you ever considered establishing a trust fund for your family to protect their inheritance after you die?

To read more about Testamentary Trusts, download the PDF here.

Wills and Estate Planning

Everybody needs a Will. Otherwise your life’s work may go to benefit someone you don’t intend.

To read more about Wills and Estate Planning, download the PDF here.

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