Estate Planning

Estate Planning Lawyers NSW

Our Estate Planning Team was created in response to the recognition of the fact that estate planning is one of the biggest growth areas in the legal and accounting professions at the moment. The reasons are well known and documented with growing community wealth, baby boomers reaching retirement, small businesses now worth a lot of money (compared to five to ten years ago), blended families becoming more common and same-sex couples becoming legally recognised. All of this means there is added complexity to the estate planning process from every perspective.

The key thing to understand in relation to estate planning is that it is an inter-disciplinary area of practice.

Estate planning also includes taxation matters, state revenue and stamp duty issues, superannuation laws and administration, trust law, wills and estates law, elder law, asset protection and bankruptcy laws, and family law.

During their many years of practice, partners Warwick Gilbertson and Rani Gandha have both regularly dealt with all forms of structures used by people to create, develop and preserve their assets and wealth. They have also spent too much time in the NSW Supreme Court watching families destroy themselves fighting over the assets in a deceased estate, all which could have been prevented by a proper estate plan.

Your estate plan, your future, your way

Estate planning is more than just making a plan to distribute certain assets to certain people. Our passion for estate planning has seen the creation of many varied estate plans from those for the young family through to retirees who have sold their business or retired from their employment.

We create the estate plan that protects your assets now and for generations to come.

We also take into account evolving legal and economic strategies, as well as the continually changing tax and superannuation laws, to make the most of your estate plan and update it to reflect these changes. Estate planning is a continuous process that involves a lot more than just an initial meeting and the drafting of a couple of documents.

If you are looking for a firm with experience in estate planning, with practitioners who understand testamentary trusts, and the interaction of structuring for asset protection, superannuation, family trusts and insurance with estate planning, business succession planning and all other aspects of effective inter-generation transfer of wealth, contact our Estate Planning Team today.

What is a TEP?

Warwick Gilbertson is a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations. To become a TEP, practitioners must have a combination of specialist qualifications and experience, including significant involvement with planning, creation, management of and accounting for trusts and estates, executorship administration and related taxes.

Warwick is one of only a handful of TEPs in the wider Hunter region and the only TEP available to advise families in Lake Macquarie.

If you are looking for a specialist in estate planning, contact Warwick today.

Related Services

• Asset Protection
• Testamentary Trust
• Deceased Estates, Probate and Administration
• Wills and Estates Law
• Wills
• Enduring Guardian
• Enduring Power of Attorney
• Elder Law
• Contested Wills & Estates Law

More Information and Related Links

Warwick Gilbertson is a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP. Click these links to find out more:

• STEP
• Advising Families