Succession Solutions Perth

Succession Solutions Perth is a law firm based in West Perth, Western Australia, specializing in tax-effective personal and business succession planning legal solutions. The firm's principal, Lee-Ann Cartoon, is an experienced tax and succession planning solicitor with a strong background in working with mid to high net wealth individuals and their associated entities.

Main Practice Areas and Specializations

The firm's main practice areas include drafting tax-effective Wills, preparing Mutual Wills, Corporate Power of Attorney, General Power of Attorney, Enduring Power of Attorney, and Enduring Power of Guardianship nominations. They also provide guidance on Superannuation Death Benefit Nominations, Letters of Wishes, and establishing Private Ancillary Funds for charitable purposes. Additionally, the firm assists with family loan agreements, reviewing and updating Trust Deeds, Constitutions, SMSF Deeds, and Partnership Agreements.

Geographic Focus and Office Locations

Succession Solutions Perth is based in West Perth, with their office located at Level 1, 100 Havelock Street, West Perth, 6005. They serve clients across Western Australia, providing personalized and tailored succession planning services.

Notable Expertise or Industry Focus

Lee-Ann Cartoon is an Associate of The Tax Institute Australia, an Affiliate Member of The Society of Trust and Estate Practitioners (STEP), and a member of The Law Society of Western Australia. She has been recognized as a Recommended Wills, Estates & Succession Planning lawyer in Western