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.
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.
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.
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
Lee-Ann is incredibly generous with her time and her specialist knowledge has been so valuable to us. Highly recommended!
Lee-Ann and her team prepared my personal Wills a few years ago now. Her professionalism, knowledge and service is second to none and I trust her implicitly - so much so she is the name I mention when a client of my own needs their Will prepared and/or require succession planning.
These are the allies you need to navigate the incredibly complex issues surrounding inheritance in your family's time of need. Competent, compassionate, and organized.
Level 1/100 Havelock St, West Perth WA 6005, Australia