About us
Succession Solutions Perth offers comprehensive and tailored succession planning legal services, focusing on both personal and business needs. The firm excels in creating tax-efficient strategies for its clients, ensuring robust solutions that address various legal requirements. Services encompass the drafting of Wills, including Testamentary Trusts, Mutual Wills, and Wills Agreements, as well as preparing Corporate and General Powers of Attorney. The firm is also proficient in structuring Enduring Powers of Attorney and Guardianship across Australia.
With a strong emphasis on Superannuation Death Benefit Nominations, the team advises on and prepares necessary documentation, while guiding clients in articulating their wishes through Letters of Wishes. Their expertise extends to establishing Private Ancillary Funds and drafting complex family loan agreements. They provide critical advice on how assets held in corporate structures, trusts, partnerships, and superannuation funds are managed during succession, including consideration of relevant tax and duty implications.
Succession Solutions Perth is adept at reviewing and updating legal documents such as Trust Deeds, Constitutions, and Partnership Agreements, ensuring alignment with clients’ objectives and regulations. The firm participates in drafting Shareholder and Buy-Sell Agreements, facilitating family business continuity through Family Constitutions and advising on Family Office formations. They offer insights into tax implications from events like relationship breakdowns and changes in residency, providing structuring advice to mitigate impact.
The administration of estates is handled with care, considering capital gains, transfer duty, and land taxes, while assisting with Landgate documentation such as Survivorship Applications. Lee-Ann Cartoon, the principal, is a seasoned tax and succession planning solicitor who leverages her affiliations with prestigious bodies like The Tax Institute Australia and The Society of Trust and Estate Practitioners to deliver insightful, tax-efficient solutions. Her practice primarily supports mid to high net wealth individuals, often dealing with assets dispersed across jurisdictions. Lee-Ann is committed to providing these services at competitive, pre-agreed prices and underscores the importance of regularly reviewing succession plans during pivotal life and business changes, recommending at least a five-year review cycle for optimal results.
