Securing your family’s future.
SUCCESSION PLANNING
Our Succession Planning Services include:
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Documenting Wills to protect wealth, reduce tax, and provide certainty for future generations.
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Formalising arrangements between family members to clarify ownership, decision-making, succession rights, and dispute resolution mechanisms.
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Structuring the transfer of farming land and business interests to the next generation in a tax-effective and legally compliant manner.
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Establishing testamentary trusts to provide asset protection, income flexibility, and long-term control over farming assets.
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Preparing and executing succession plans to ensure enforceability and minimise future challenges
Practical planning for
generational farming success.
Our principal lawyer Tim has a unique perspective when it comes to succession planning, as both a lawyer & farmer. Tim and his family live on their 3rd generation sheep & cattle property and he has recently taken over the management. Tim understands that succession planning involves juggling business interests and asset transfers with family dynamics and emotional connection. He considers the wants and needs of all family members in the succession planning process.
Succession planning is one of the most important — and often most emotional — processes a farming family will face. Whether you're handing the farm to the next generation or planning for retirement, we work closely with families to create clear, fair, and legally sound plans that protect both the farm and family relationships.