Estate and Succession Planning
Plan for the Future with Confidence
At CBC Lawyers, we understand that preparing for the future means more than just drafting a will. We provide tailored estate and succession planning services for individuals, families, and business owners across Townsville and North Queensland. With thoughtful planning, you can protect your loved ones, preserve your legacy, and avoid future disputes.
The Importance of a Thoughtful Succession Plan
Planning ahead isn’t just about dividing your assets, it’s about preserving your legacy and protecting those you care about most.
A properly structured succession plan can:
Prevent family disputes
Protect vulnerable beneficiaries
Safeguard your estate from legal challenges
Ensure business continuity if you’re a company owner
At CBC Lawyers, we take the time to understand your personal, financial, and family circumstances so we can craft a plan that reflects your wishes with clarity and precision.
Wills, Trusts & Testamentary Planning
Your will is the foundation of your estate plan, but it’s not the only tool available. We help clients understand and implement structures such as:
Discretionary family trusts for ongoing asset protection
Testamentary trusts to control distributions to beneficiaries
Powers of Attorney for financial and personal decisions if you lose capacity
Advance Health Directives to give you control over future medical decisions
We tailor these documents to your unique situation to ensure your intentions are honoured and legally sound.
Succession Planning for Business Owners
If you own a business, succession planning must include a strategy for transitioning ownership and leadership. CBC Lawyers can guide you through:
Structuring buy/sell agreements
Transferring shares or business interests
Minimising tax liabilities during asset transfer
Ensuring legal protection for family members involved (or not involved) in the business
We help you future-proof your business and protect its value for generations to come.
Blended Families, Divorce & Estate Protection
Modern families can make estate planning more complex. With divorce rates and second marriages on the rise, your assets can unintentionally end up in the hands of former spouses or unintended heirs. We help mitigate these risks by:
Structuring wills and trusts to shield inheritances
Protecting assets from potential family law claims
Identifying at-risk beneficiaries and offering secure distribution options
We prioritise clarity, fairness, and asset preservation so your estate plan stands strong under pressure.
CBC’s succession planning team, led by Michael Clive has many years of experience in solving clients’ succession planning problems including:
- Wills
- Testamentary Trust Wills
- Superannuation Binding Death Nominations
- Powers of Attorney
- Advanced Health Directives
- Tax Planning
- Deceased Estates
- Trusts, Companies and other Structures
Why Choose CBC Lawyers for Estate & Succession Planning?
We have the expertise, know-how and legal authority to advise, recommend, document and implement your succession planning from beginning to end. Based in Townsville, we help clients throughout North Queensland including Ayr and the Burdekin.
We understand the importance of peace of mind when it comes to securing your future and that of your loved ones.