Service

Trusts, Estate Planning, and Elder Law

Protecting your assets, securing your future, and planning for peace of mind.

Trusts, estate planning, and elder law are essential tools for safeguarding your assets and ensuring your future is secure. Whether it’s creating a family trust, planning the distribution of your estate, or addressing the specific needs of seniors, we are here to provide expert advice tailored to your unique circumstances.

TrustsA family trust is a valuable way to protect your assets from potential risks such as debts or liabilities and to ensure their effective distribution to your loved ones. Trusts can also offer tax benefits and greater financial security. Our experienced team will guide you through the process, helping you determine whether a trust aligns with your goals.

Estate PlanningEstate planning ensures your wishes are carried out after your death while minimising stress for your loved ones. This process can involve drafting a will, establishing trusts, obtaining probate, setting up powers of attorney, or creating care directives. We’ll help you navigate these processes to ensure your plans are comprehensive and legally sound.

Elder LawElder law focuses on the unique legal needs of seniors. As life expectancy increases, careful planning becomes even more important. Our team can assist with wills, enduring powers of attorney, transitioning to a retirement village, downsizing, or securing residential care.

Our experienced lawyers specialise in trusts, estate planning, and elder law, offering personalised advice to protect your assets and provide for future generations. Whether you’re planning for today or tomorrow, we’ll work with you to create a flexible plan that adapts to your evolving lifestyle.

Areas of Expertise:

  • Creating and Managing Trusts
  • Wills and Estate Planning
  • Succession Planning
  • Probate and Estate Administration
  • Enduring Powers of Attorney
  • Retirement and Aged-care Advice

Meet the team.

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Tracey Lee Lewis
Partner

Estate Disputes and Litigation

Litigation and Dispute Resolution

Relationship Property

Trust Disputes and Litigation

Adrian Barclay
Partner

Banking and Finance

Estate Planning

Rural and Residential Property

Subdivisions

Succession Planning

Trusts

Lincoln Reid
Partner

Commercial and Residential Property

Elder Law and Agribusiness

Estate Planning

Trusts

Caleb Hensman
Partner

Commercial and Residential Property

Estate Planning

Rural

Succession Planning

Trusts

Andrew Wares
Partner

Banking and Finance

Business

Commercial and Corporate Advisory

Joint Ventures

Mergers and Acquisitions

Julia Trautvetter
Associate

Commercial and Residential Property and Leasing

Subdivisions

Trusts and Estate Planning

Shannon Edwards
Solicitor

Property and Leasing

Subdivisions

Trusts and Estate Planning

Annabel Nesbitt
Senior Solicitor

Property and Leasing

Subdivisions

Trusts and Estate Planning

Simon Scannell
Consultant

Banking and Finance

Business and Commercial Law

Primary Industries and Agribusiness

Property

Trusts and Estate Planning

Jodi Lett
Consultant

Banking

Finance and Business

Rural and Residential Property

Subdivisions

Succession Planning

Trusts and Estates

Rose Frendin
Senior Solicitor

Estate Disputes and Litigation

Litigation and Dispute Resolution

Relationship Property
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