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Our Expertise

Private Client

Russell Kennedy has a long history of acting for privately owned businesses and high net worth individuals. We have the capacity and expertise to provide comprehensive advice in private estate and trust law, property matters and succession planning in both the family and business contexts.

As private client lawyers Melbourne we have maintained relationships with clients through successive generations and we have provided advice on all aspects of their business cycle, along with extensive and strategic estate planning and business succession advice.

Our expertise includes:

  • succession planning
  • testamentary trusts including complex family trust structures
  • powers of attorney
  • wills and estate plans
  • trust succession deeds
  • discretionary trusts
  • business and investment structures
  • superannuation nominations

The team work closely with our client’s accounting, tax and other advisors to determine the best business and investment structure for their needs.

If you have any queries, or require further information specific to your needs, please contact Daniel Kelliher or Stefan Manche.

As experts in this area Russell Kennedy regularly distributes information and hosts seminars on this topic. To subscribe to our mailing list please click on 'Join our industry mailing lists' at the bottom of this page.

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For more information regarding the following areas, click below.

Advisor prompts for Estate Planning referrals

Beneficiaries with special needs

Blended families

Business Succession Planning

Capital Gains Tax: Issues for Executors and Beneficiaries

Duties of an Executor

Estate Planning and Superannuation

Geelong

Powers of Attorney

Testament Discretionary Trusts

Will & Estate Challenges 

Wills and Powers of Attorney

Wills and Estates

Wills & Estates videos

This video introduces Russell Kennedy's Wills and Estate Planning team leader Daniel Kelliher. Daniel holds a Masters of Law in Financial Services and is a Law Institute of Victoria Accredited Specialist in Wills & Estates.

This video introduces Stafan Manche, a senior associate in Russell Kennedy's Private Client Services team. Stefan specialises in Wills & Estates.