Our People

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Deborah Linwood

Partner - Accredited Specialist in Wills & Estates Law and in Property Law

p: 02 9232 3733
e: mail@teece.com.au

Specialty:  Wills & Estates and Propety Law



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Craig Birtles

Senior Associate

p: 02 9232 3733
e: mail@teece.com.au



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John Maitland

Partner - Accredited Specialist in Wills and Estates Law

p: 02 9232 3733
e: mail@teece.com.au

Specialty:  Estate Planning & Trusts



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Anthea Kennedy

Partner - Accredited Specialist in Wills & Estates Law

p: 02 9232 3733
e: mail@teece.com.au

Specialty:  Estate Planning & Trusts, Estate Disputes & Contested Estate Claims



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Richard Neal

Partner - Accredited Specialist in Wills & Estates Law

p: 02 9232 3733
e: mail@teece.com.au

Specialty:  Estate Planning & Trusts, Estate Disputes and Contested Estate Claims



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Asheetha Jelliffe

Senior Associate - Accredited Specialist in Wills & Estates Law

p: 02 9232 3733
e: mail@teece.com.au



Retirement and Elder Law

Teece Hodgson & Ward legal specialists are well equipped to advise and assist with retirement matters and elder law.

Many aspects of life take on different significance as we grow older and when focus changes to planning for retirement and beyond. Issues such as health care, retirement accommodation and dealing with possible serious illness or incapacity can become major concerns.

For people who have established successful businesses, companies or careers, difficult issues can arise in formulating and implementing a successful retirement strategy and ensuring that what has been established, accumulated and grown through hard work is successfully passed on to children.

With outstanding depth of expertise in estate planning and elder law, Teece Hodgson & Ward is perfectly placed to advise on these issues, whether preparing a will and power of attorney or advise on a business succession strategy.

Making a will, preparing a power of attorney or appointing a guardian does not necessarily take a long time, but it does require careful consideration of your circumstances and calls for skillful and experienced legal input.

Although it is possible to have a ‘simple’ will prepared cheaply, the reality is that in many cases such wills fail to deal appropriately with particular assets and complexities, leading to far greater cost, complexity, and delay to deal with the estate after the person who made the will dies.

Modern families and relationships are often complex. People live longer and accumulate greater assets than ever before. Many people marry more than once and have children or step-children from several relationships. Disputes frequently arise after a person dies, for example when there is a conflict between the children of a first marriage and the second spouse or partner.

In our experience, failure to plan properly for death or incapacity can also cause considerable financial hardship and lead to unexpected and sometimes quite inappropriate results, leaving family members distressed about the outcome.

As people acquire assets or progress in the growth and complexity of their businesses, the need for appropriate planning and expert advice becomes ever more important.

If you have young children, you need to consider issues of guardianship and financial support (often using tax effective trusts in a will) to assist in meeting your children’s needs.

Similarly, if you are in business, you should consider the consequences to your business and your family should you die or become incapacitated. Who will take over your interest in the business? Will your family be able to carry on the business or will they receive a cash payment ? Will it be tax effective ?

No matter how busy you may be, you cannot afford to ignore these issues and it is prudent to work through them carefully.

As recognised experts in estate litigation, we can advise on the risks arising from poor estate planning, or lack of planning and help you minimise the risk of disputation and/or litigation between family members.

We take the time to review your individual circumstances in detail and help you to prepare an estate plan to meet your particular circumstances, working with your accountant and financial planner wherever appropriate.

For information, advise, and expert help, please call on Teece Hodgson & Ward specialists:

Richard Neal

Deborah Linwood

John Maitland

Anthea Kennedy

Asheetha Jelliffe

Craig Birtles

 

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