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Private Client Practice


Private Client Practice

Holding Redlich offers the following private client services: wills and estates disputes; personal injury and estate planning.

Expertise

Wills and Estate Disputes

Have you been left out of a will or unfairly provided for?

You maybe entitled to make a claim against the estate of the deceased person.

While the law recognises that a person has the right to decide how he or she distributes their assets (estate), the law also requires eligible people to be fairly treated and provided for in a will.

Contesting a will is often complicated and stressful for the people involved as often they involve sensitive relationship issues between family members and the deceased.

Holding Redlich has helped many clients deal with will contest and deceased estate issues for more than 30 years, we can help you. We have the understanding and expertise to assist you or your clients to find solutions to issues involving deceased estates and contesting wills. 

Contact us today to assist you to find the best pathway to deal with disputes involving a deceased estate and to advise you on a range of outcomes that may be available to you.

Personal Injury

Protecting Your Legal Rights | No Win, No Fee

Adviceline Injury Lawyers, a division of Holding Redlich, has been assisting injured Victorians for more than 40 years.

Specialising in personal injury law, we are passionate about helping clients access the compensation they need to get their lives back on track.

If you are injured or unwell and believe that you may be entitled to compensation, it is important to get advice early. Our expert lawyers can ease the burden of navigating the claims process by providing support and guidance every step of the way.

We take on all types of cases and represent all parts of the community, including people who find it difficult to afford a lawyer or speak a language other than English. Several of our lawyers speak many different languages including Chinese (Cantonese/Mandarin), Greek, and Spanish.

When you call Adviceline Injury Lawyers, you won’t speak to a secretary or call centre. You’ll speak directly to one of our Accredited Specialists and qualified lawyers who will be able to give you advice straight away. That same lawyer will represent you through the process and will ensure you get the outcome you are entitled to.

We offer a No Win, No Fee arrangement meaning that if we proceed with a claim you will only have to pay legal costs if you receive compensation.

Click through to Adviceline Injury Lawyers website

Estate planning

Estate planning is more than just having a will

It’s looking at your overall circumstances – financial and personal – and working out how best to plan your affairs so that your assets can be distributed as you wish once you’re no longer here.

It’s thinking about how to make sure that those you leave behind don’t pay more tax than they need to, and that they receive their inheritance in a way that gives them maximum flexibility to deal with changing tax and other laws.

It’s working out how to protect the interests of family members with special needs, and how to keep assets protected against threats from creditors, family law claims, and litigation from those who seek a bigger share of your estate.

And it’s about achieving peace of mind, knowing that you’ve done everything possible to put things in order for the next generation.

The members of the Holding Redlich estate planning practice work in four main areas: wills, superannuation, family law, and estate litigation. 
wills

If you die without a Will, your assets will be distributed according to a statutory formula. Even if your family situation is straightforward and your financial affairs are simple, there is every chance that this will not be as you would have wished.

We work with you, your accountants and financial advisers, to identify:

  • Who should act as your executors?
  • What are the assets which will pass under your Will?
  • What other assets or financial resources do you have? Do you have family trusts or companies, money in superannuation, insurance policies, or business interests through partnerships, joint ventures or other structures? Are there assets overseas?
  • How do you want your assets distributed on your death?
  • Are there family members who need special consideration, and should have their inheritance dealt with in a special way to protect their interests?
  • How can the tax position of your estate and beneficiaries best be managed?
  • How can succession be addressed, for family companies and businesses?
  • Might testamentary trusts provide valuable advantages for your beneficiaries?

Once we have a clear picture of your circumstances, we prepare a Will and other documents designed to achieve your objectives.

We also discuss “living” estate planning issues, and identify whether you need to put in place powers of attorney to enable someone you trust to take care of your financial affairs, to make decisions about your medical treatment, and even to make lifestyle decisions for you, should you be unable for any reason to deal with these matters for yourself.

Superannuation

We identify your superannuation interests, and ensure that these are taken into account when preparing your estate planning documents. Superannuation does not automatically become part of your estate, and positive steps may need to be taken to ensure that your entitlements on your death go to those you wish to benefit.

If you have a self managed superannuation fund, we work with your advisers to make sure that:

  • The fund trust deed is updated if required to support the strategy you wish to put in place
  • Binding or non-binding death benefit nominations are in place as required
  • Pensions are structured appropriately to achieve your objectives
  • Entitlements are taken in the most tax-effective manner. 

Family law

We identify whether there are any family law issues currently affecting you or your family members, or whether any such issues may be on the horizon. Separation and divorce can have a significant impact on the financial affairs of a person who you wish to benefit under your Will, and we ensure that the estate planning work we do with you takes these issues into account.

We can also advise you about how any gifts you make to your beneficiaries during your lifetime, or interests you establish for them under trusts or other structures, would be treated if a property claim were made under the family law, and assist you to put strategies in place to protect those interests.

Estate litigation

Any person who considers that you had a responsibility to make provision for them from your estate can, after your death, bring a claim before the Supreme Court if they are not happy with what they receive.

We have substantial experience in bringing and defending such claims, and can assist if you find yourself involved with such a situation.

Importantly, we can discuss with you any aspects of your family circumstances which may ultimately result in claims being made against your estate, and help you to organise your affairs to minimise the prospects of such litigation being brought, or being brought successfully. 

Experience

For more information on our experience in each of these areas, please contact one of our partners listed below.

Chris Brodrick

Chris Brodrick

Partner

Melbourne

More info
Lou Farinotti

Lou Farinotti

Senior Partner

Melbourne

More info
Bree Knoester

Bree Knoester

Partner

Melbourne

More info
Kylie Wilson

Kylie Wilson

Partner

Brisbane

More info
Michael Lombard

Michael Lombard

Partner

Melbourne

More info
Lisa Paul

Lisa Paul

Partner

Melbourne

More info

Recent Posts

22 May 2014 - In the News

Court orders former business owner to cough up $533,000 for breach of restraint of trade clause

#Dispute Resolution & Litigation, #Private Client Practice

The New South Wales Supreme Court has ordered a former business owner pay $533,000 for breaching a restraint of trade clause after selling his business. The dispute began after Andrews Advertising w...