DAVIS · LEGAL Leon S. Davis
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DAVIS • LEGAL is able to take your instructions and prepare a Will on short notice. These Wills are detailed and will give effect to your Testamentary wishes. More complex Wills can be prepared on your instructions.

Wills with Testamentary Trusts is an important area of the law. Through our connections with other Law Australasia firms we have developed special expertise in the area of Wills with Testamentary Trusts.

By utilising a Testamentary Trust in a Will, a Testator can leave his or her assets in trust for the Beneficiaries who, by the powers granted to the Trustee, will have a large degree of discretion as to how and when the Trustee will distribute the assets in the estate.

All clients should also consider the benefit of executing an Enduring Power of Attorney to ensure that the nominated Attorney can transact business on behalf of the Donee in the event that the Donee is in some way incapacitated.

All clients should consider whether the following benefits are of value to their own individual circumstances:

  • Income Tax benefits;
  • Asset Protection;
  • Protection of assets from Family Law claims;
  • Protection of assets from creditors;
  • Preservation of pension entitlements.

If any of these benefits are relevant to you or your family a Testamentary Trust may be of real benefit.

We can discuss your needs with you and draft a simple but effective Testamentary Trust to suit your needs and to protect your assets.