Templestowe 020

Our Expertise

Private Client Services

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.

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. 

Information flyers:

Wills & Powers of Attorney

Testamentary Discretionary Trusts

Capital Gains Tax (Estates)

Blended Families

Will & Estate Challenges

Duties of an Executor

Beneficiaries with Special Needs

Business Succession Planning