Wills Probate and Estate Planning

Benefit from our recognised experience in succession planning, and efficient and timely estate administration

The firm’s estate and succession planning practice serves clients with complex assets, ownership structures or family circumstances that require more than a simple will.

The firm has developed a reputation for understanding the particular issues that apply to:

– Professionals
– On and off-farm assets of rural families
– Blended families
– Protective planning for persons with disabilities

Fleming Muntz has been, and remains, a leader in tax-effective and developing areas of planning, including bare trust structures for superannuation fund borrowing. The firm has extensive knowledge in the area of testamentary trusts and their use within an estate plan, as well as considerable experience in business succession planning – passing rural and other business assets between generations other than on death.

The firm is pleased to accept referrals from other law practices to advise on specific estate planning or superannuation issues, preserving the referring lawyer’s relationship with his or her client.