SPL Services

Private Client

Surry Partners’ private clients are the individual owners and managers of our commercial clients. Surry Partners act for those individuals, their spouses and their families to provide a range of legal advice that is discreet and practical; advice that helps them build and manage their wealth and plan for the future.

At Surry Partners we take a caring and proactive approach to matters such as wills, estates and superannuation. Our experienced private client services lawyers are committed to work closely with you and your external advisors or consultants.

This practice is managed by Tony Brooks and Maged Jebeile. Their expertise includes:

  • Estate planning
  • Family charters and constitutions
  • Family trusts
  • Inter-generational change in business ownership
  • Asset protection
  • Enduring Powers of Attorney & Guardianship Appointments
  • Personal and business wills
  • Probate and Wills Adminstration
  • Advice on Wills disputes
  • Planning and advisory services – asset restructures + protection
  • Pre-marriage and co-habitation agreements
  • Property settlements
  • Relationship agreements
  • Residential conveyancing
  • Succession planning
  • Superannuation Funds and Self Managed Super Fund considerations
  • Testamentary trusts and assets transfers

Experience:

  • Prepared a co-ownership agreement between the children of a client who assisted with the funding of their purchase and wanted security for his loan
  • Acted on the purchase of a significant family residence in the joint names of husband and wife as a joint tenancy with a majority ownership of the asset in the wife’s name
  • Acted for the husband in Supreme Court proceedings against the estate of his late second wife, with whom he had extensive business dealings and debts and who, despite assurances given to him by her in her lifetime, left nothing to him in her estate. The matter was settled by way of mediation prior to a hearing.
  • Drafting complex wills having regard to current defacto relationships and considerations concerning potential claims arising from former relationships
  • Conducting a complex probate application involving seeking the court’s leave for the correction of clauses prepared by a deceased in the form of a take home Will to reflect the deceased’s true intentions

Contact:
Tony Brooks
Maged Jebeile