Tony Kelly Lawyer and Estate Planner

Estate Plans • Estate plans crafted by Tony's practice usually include the drafting of complex wills, and associated documentation such as agreements for mutual wills, bespoke powers of attorney, memorandums of wishes and superannuation nominations. This is necessary to ensure that all of the client’s assets owned or controlled by them are dealt with; even if they remain in legal structures subsequent to the death of the will maker. Succession Planning • Tony's practice also provides succession advice for the equity participants of business enterprises regarding (but not limited to) intergenerational change, which normally requires the updating or creation of trust deeds , shareholder agreements and insurance funded "buy/sell" arrangements. Private Office • The establishment of a "private office"structure is relevant for families who have a sufficient capital base which they wish to be retained, rather than the more traditional "carve up", on the demise of the older generation. Tony provides the complex succession, estate and taxation advice relating to the establishment of such a structure. As the Australian representative of the internationally based Global Partnership Group, he has access to the latest overseas trends. Click below to access the Global Partnership Website. Litigation • Tony's practice extensive litigation experience includes acting for both executors and disaffected beneficiaries and claimants regarding deceased estate disputes.