Estate & succession planning.

If you have not reviewed your Will and Powers of Attorney recently, you may want to review these documents to ensure that they are up to date with your current circumstances.

In Victoria, establishing a Special Disability Testamentary Trust (‘SDTT’) — a special disability trust created through a will — can further secure significant benefits for both the disabled beneficiary and the family members setting up the trust.

A trust is a structure where assets are legally held and managed by one person/s (trustee/s) for the benefit of others (beneficiaries).