Estate Planning & Trusts

Clarendene Estate Planning Lawyers (Clarendene) is a business unit of PricewaterhouseCoopers. It is a unique legal practice that specialises exclusively in the area of sophisticated family and business succession and estate planning advice, for high net worth individuals and/or individuals with complex situations.

Most lawyers have little, if any, training in Will drafting or understanding of the value or use of specialised discretionary testamentary trusts. Moreover, equity and trusts, taxation and superannuation are usually elective university subjects avoided by many lawyers.

As assets of clients are often held in various entities (and for good reason), creative solutions are required to meet the needs of clients in the area of effective estate planning, and those solutions must integrate the associated issues of control of entities, taxation (particularly Capital Gains Tax) and superannuation.

Our estate planning lawyers have additional qualifications and experience in taxation, superannuation and financial planning. Our specialist lawyers work in close collaboration with the financial advisers and accountants of our referred clients to ensure that tax effective and asset protective solutions are employed.

In particular, our referral partners and their clients greatly value our ability to provide sophisticated and highly innovative estate planning advice, strategies and solutions to address their clients' often complex and unique needs and concerns.