Succession Law

From assisting individual clients with simple wills, to understanding the complexities of family businesses and farming enterprises, we have many years of experience providing succession planning services to clients living in regional NSW.

Estate planning is more than just drafting a will, it involves knowledge of relevant tax laws, stamp duty implications, company law, and knowing the provisions of the Family Provisions Act and Succession Act to be able to advise on the potential for a will to be challenged.

We can assist with:

• drafting and updating Wills;

• appointing enduring attorneys and enduring guardians;

• estate Planning;

• applying for Probate or Administration of an estate;

• defending claims against estates; and

• making family provisions claims against estates, where you are an eligible beneficiary of a will but have not adequately been provided for.

Examples of matters we have acted on include:

• acting for local farming families in the preparation and implementation of succession plans including the transfer of land as living estates to ensure continuing success of the family business whilst still providing for non-farming children;

• advising on Deeds of Family Arrangement;

• advising on family bloodline trust in relation to asset protection and family law implications; and

• acting for both executors and claimants in claims made for further provision out of a will pursuant to the Succession Act 2006 (NSW).

Get in Touch

Contact the experts at Whiteley Ironside & Shillington for wills, succession and estate planning issues across Orange, Bathurst, Molong, Dubbo, and Central West NSW. Contact our office today on 02 6362 1866 to schedule a meeting with the one of our law experts.

Whiteley Ironside & Shillington can assist with the following practice areas of Succession Law:

• Wills, POAs, & AOGs

• Family Provision Claims

• Succession and Estate Planning