O'Rourke & Associates

+6129188..

About Us

O'Rourke & Associates, under the leadership of Principal Lawyer Susan Anne O'Rourke, stands as a premier firm renowned for its proficiency in wills and estate planning. Serving both Australian and international clientele, the firm specialises in developing intricate estate plans that transcend the simplicity of standard wills. The team's approach thoughtfully integrates family dynamics, financial considerations, and wealth management strategies to align with the specific asset distribution goals of each client. Clients benefit from a comprehensive legal structure that assures their objectives are achieved through secure, adaptable plans designed for both present and future needs. The firm places significant emphasis on asset preservation and growth, carefully weighing the claims and needs of all beneficiaries. Their legal strategies often include the establishment of testamentary trusts, facilitating income splitting and tax efficiency, as well as safeguarding assets from unnecessary tax burdens, business risks, and the implications of family law settlements. Dedicated to delivering customised solutions and excellent service, O'Rourke & Associates ensures positive client outcomes. The firm's wide-ranging services cover estate planning, estate administration, business succession planning, contested estates, asset protection, enduring powers of attorney, and enduring guardian appointments. Susan O'Rourke's leadership is characterised by a steadfast commitment to professional excellence and personalised client interaction.

Practice Areas

Estate Planning

Specialisations

Estate Planning

O’Rourke & Associates offers comprehensive estate planning services that address the complexities of modern wealth management. By analysing clients' financial landscapes, including the nuances of life insurance and superannuation, the firm crafts personalised estate plans that not only secure assets but also facilitate their effective transfer. The focus extends to understanding family dynamics and individual client objectives, allowing for a flexible yet robust framework that can adapt to changing circumstances. The firm’s expertise encompasses a wide range of related services, including business succession planning and asset protection, ensuring a holistic approach to wealth preservation. By incorporating tools such as testamentary trusts for income splitting and tax minimisation, O’Rourke & Associates safeguards clients from potential liabilities while preparing for future contingencies. With tailored strategies and a commitment to excellence, the firm positions itself as a trusted partner in navigating the intricacies of estate planning.