Areas of practice

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Property Law and Conveyancing
Commercial
Employment
Dispute Resolution
Wills and Estates
Intellectual Property

Estate Planning

Overview

We provide comprehensive estate planning advice designed to protect assets and ensure they are distributed in accordance with our clients’ intentions.

Our work involves structuring asset distribution across families and beneficiaries in a practical and tax-aware manner. We advise on business succession planning, the integration of trusts and self-managed superannuation funds, and strategies for managing blended family arrangements and more complex relationship dynamics.

Our focus is on creating clear, durable structures that minimise the risk of future disputes.

Service Spotlight

Effective estate planning is about more than document preparation. It is about anticipating future risk, balancing family and financial considerations, and putting in place structures that remain workable over time. We help clients think through those issues carefully so their planning is practical, durable, and aligned with their intentions.

Specialists and practitioners

Vicky Stott

Director
07 3741 0109
vstott@osullivansneddon.law

Kaylie Bourke

Special Counsel
07 3741 0148
kbourke@osullivansneddon.law

Scott Argles

Special Counsel
07 3741 0113
sargles@osullivansneddon.law

Sonia Hodges

Paralegal
07 3741 0150
shodges@osullivansneddon.law

Christie Larkin

Paralegal
07 3741 0102
clarkin@osullivansneddon.law

FAQs

What is estate planning and how is it different from simply making a will?

Estate planning is the broader process of considering how assets, control, succession, family circumstances, and future decision-making should be managed. A will is an important part of that process, but it is not the whole picture.

When should I seek estate planning advice?

Ideally before major changes occur or while plans can still be made proactively. Common trigger points include business ownership, blended families, significant assets, superannuation, or concerns about future disputes.

Can estate planning help reduce the risk of family disputes later?

Yes. Careful planning, clear documentation, and properly considered structures can materially reduce ambiguity and the likelihood of future conflict.

Related services

Preparation of Wills and Powers Of Attorney Grants of Probate Estate Administration Estate Disputes Disputes Relating to Conduct of Executors Disputes Relating to Conduct of Attorneys Solemn Form or “Lack of Capacity” Disputes Challenging Unfair Wills (Family Provision Applications) Superannuation Death Benefits