Established under the leadership of David Fullerton, our practice delivers comprehensive legal services focused on wills, estate planning, superannuation, asset protection strategies and trusts. We work collaboratively with a broad network of accountants, financial planners, lawyers and other professionals to ensure clients receive well-rounded advice tailored to their individual circumstances. Our expertise extends to self-managed superannuation funds (SMSFs), where we have supported trustees and SMSF professionals for over a decade. We regularly contribute to industry training and events, sharing insights that address the evolving complexities of SMSF law. Beyond superannuation, our practice provides guidance on asset ownership structures, buy/sell agreements, partnership and shareholder agreements, and assists clients in managing challenges related to estate plans. We prioritise delivering practical, clear and cost-effective legal solutions, helping clients understand their options and make informed decisions. Our reputation is built on referrals from trusted advisers across various professions, reflecting our collaborative approach, depth of knowledge and commitment to client-focused service.
Trusted Legal Solutions offers comprehensive assistance in structuring businesses and investments through discretionary and family trusts. Their expertise includes drafting, reviewing, and amending trust deeds to support tax optimisation, asset protection, and succession planning. They provide strategic advice to help minimise risks related to family law claims and debt recovery, ensuring that trusts are effectively structured to meet clients’ goals. In addition, Trusted Legal Solutions advises on Business Ownership Agreements tailored to the specific needs of business partners. These agreements cover important governance issues such as decision-making processes, profit distribution, director appointments, dispute resolution, and contingencies involving key individuals. This helps safeguard the interests of all parties and ensures clear arrangements for business continuity and ownership changes.
Trusted Legal Solutions offers comprehensive legal guidance in wills and estate planning, ensuring clients’ assets are distributed according to their wishes. They assist with drafting clear and effective wills, as well as establishing enduring powers of attorney and appointing enduring guardians to safeguard clients’ interests during times of incapacity. The firm also provides expertise in probate and deceased estate matters, managing the legal process of administering estates efficiently and with sensitivity. Their thorough understanding of estate law ensures that executors and beneficiaries receive professional support throughout the settlement process.
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