
Wills, Estates and Trusts
A personal, client-focused approach to estate and trust administration
We understand that working with individuals to administer estates and trusts, implement succession plans, or contest wills and estates, requires a commercial approach, a genuine interest in people and their unique circumstances and a detailed understanding of the law.
Since 1926, we have prided ourselves on building enduring partnerships with our clients that are generations in the making. We always take the time to understand our clients and what motivates them.
Beyond wills: comprehensive succession planning
Succession planning is about more than just making a will, it’s about ensuring that the right assets end up with the right people at the appropriate time.
We use testamentary discretionary trusts to preserve estate assets for the intended beneficiaries. We also assist in the preparation of family constitutions and the establishment and operation of family offices.
Backed by a full-service firm, we provide integrated, cross-practice capability, working regularly with McR teams, including tax and structuring, real estate, finance and corporate, to provide comprehensive advice.
Dedicated lawyers for contested estates
Estate planning is often complex and unique. In modern families and when businesses are involved, there are frequently disputes which arise given the varied and competing interests of the family members.
We assist with the collection of estate assets from various institutions and liaise with the estate’s creditors where appropriate. We specialise in family provision applications, equitable claims, constructive trusts, will and trust deed validation, interpretation and drafting of wills, cy-pres applications, and advising on the rights of trustees and beneficiaries in relation to trusts.
Our senior lawyers regularly act as mediators in contested estates, as independent administrators and as litigation guardians for infant beneficiaries.
McR Private: supporting high net worth individuals, family offices and their advisers
Our wills, estates and trusts team is an integral part of McR Private, providing tailored solutions to individuals, families and private businesses of all sizes and complexities. This includes advising on business succession planning, helping to establish appropriate family structures, and navigating asset protection and tax planning issues while ensuring that control of the family business passes as intended.
Whether it is protecting your business and personal wealth, growing, and consolidating your business, or planning for your personal and commercial needs for the future, McR Private can help you protect, grow, and plan for your family legacy.
Recognised experts in wills, estates and trusts
With wills and estates lawyers in Brisbane and Sydney, many who are accredited specialists, we have one of the largest and most experienced estates practices in Australia. We have the depth of experience to manage complex, large-scale matters, while prioritising a personal and hands-on approach.
To find out more, contact Scott Whitla or Phillip McGowan.
Our legal expertise
High net worth individual
Assisting in conducting a full estate planning review which not only assisted the family to clarify and codify their long-standing charitable intentions, but also saved them some significant tax as part of the process.
Business owner with multiple entities
Assisting the client to have the court approve the existence of a long-lost trust deed and to then restructure the business such that control of the business would pass to the intended family member.
Viralytics Limited
Advising on a cross-border placement at a 27 cent per premium raising $29.6 million from a Chinese life sciences company, Lepu Medical Group. Following this capital raising, we advised on it’s $502 million acquisition by Merck & Co Inc.
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