DAVIS • LEGAL has acquired extensive experience in advising clients in relation to the acquisition of and protection of assets. This advice can be delivered to clients promptly and is often provided in association with advice received from clients, accountants and financial advisers. A well drafted Will or a Will containing a Testamentary Trust is the cornerstone of protecting your assets upon death. An Enduring Power of Attorney will assist in the protection of those assets during the life of a client. A properly structured Asset Protection Plan can be structured on behalf of clients with the assistance of the client’s accountant or other advisers. Such a plan will need to take into account issues as Capital Gains Tax, Superannuation, Life and Disability Insurance, and Pension entitlements. Our advice may include advice in relation to the use of Family or Unit Trusts, Annuities, and Company structures. |