Succession Planning

Succession planning involves making arrangements for the orderly transfer of assets, control, and responsibilities over time. Effective succession planning is particularly important where estates include businesses, family trusts, or intergenerational wealth.

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Crownmark Lawyers provides advice on succession planning, assisting clients to structure arrangements that reflect their objectives while minimising uncertainty and risk. Our approach is strategic and practical, focused on aligning legal structures with personal, family, and commercial considerations.

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Succession planning may involve coordinating wills, trusts, superannuation, business interests, and shareholder or partnership arrangements. We advise clients on how these elements interact and on planning for both expected and unexpected changes.

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Where appropriate, we work with clients and their professional advisers to implement succession plans that are clear, legally effective, and capable of being carried out as intended. In suitable matters, succession planning advice may be offered on an agreed, fixed-fee basis through Crownmark Assured Pricing (CAP), providing clarity around scope and costs.

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Our services include:

• Advice on succession planning strategies

• Coordination of wills, trusts, and business interests

• Guidance on intergenerational planning

• Advice on risk management and continuity

• Review and implementation of succession arrangements