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Succession Planning

Assisting you to plan and implement how your business and trust control and assets pass during your lifetime and on your death in the way that you intend.

Having a carefully considered and robust succession plan is key to ensure the ongoing success of your business and your business interests. It ensures that they won’t fall apart without you! What will happen to your business and your business interests when you leave or if an unexpected event occurs?

Today, intellectual property is one of the biggest assets owned by any business but, it is intangible. Therefore, it is critical to protect it from the increasing threats of infringement. For many businesses, robust protection, licensing agreements and enforcement of their intellectual property rights are all “sink or swim” in the context of maintaining commercial value in their operations.

In Australia, the types of intellectual property can be broadly categorised into copyright, trademarks, patents and designs. The most suitable protections, commercial negotiations and agreements, and legal action for infringement and compensation depends much on the type of intellectual property and the applicable law and practice in this area.

Our team of intellectual property lawyers are experienced in tailoring commercial agreements, licensing arrangements (exclusive and non-exclusive) and infringement protection strategies to your requirements which may include identification, registration and putting in place other appropriate measures of protection, detection of infringement, enforcement of rights, negotiation and, potentially, legal action.

If there is a dispute, we understand that this can negatively affect your time, finances, energy, business, well-being, and your personal and day-to-day life. This is so, particularly when the dispute is in or involves a party or witnesses / evidence in a different state or country, which intellectual property disputes often do. We assist at the front end to avoid intellectual property disputes for you altogether, however, where they can’t be avoided, you can depend on us.

Our team are strong and experienced intellectual property litigators in all Australian state jurisdictions, the Federal Court of Australia, High Court of Australia and, internationally, including in the United States. You want us in your corner!

 Principal lawyer and head of our Commercial, Business & Disputes Team, Meghan Warren is admitted to practice as an Australian legal practitioner and as an Attorney-at-Law to the New York State Bar in the United States.

How can we help you?

  • Shareholders agreements : Review, amendment, draft
  • Unit Holders agreements : Review, amendment, draft
  • Share and unit sale agreements
  • Trigger events: Buy, sell and option agreements
  • Key person insurance agreements
  • Succession strategies (incl. exit and retirement)
  • Review and implementation
  • Trusts, business and company advice
  • Wills
  • Powers of attorney
  • Corporate powers of attorney
  • Succession negotiations and agreements with owners

Our Succession Planning Lawyers

Meghan Warren


Meghan Warren

LL.B GAICD B.Bus (FinPlan)
Meghan is one of the few lawyers in Australia admitted in the State (Victoria) and Federal jurisdictions of Australia, and as an Attorney at Law to the New York State Bar in the United States.

Kristy Muhlhan


Kristy Muhlhan

Since 2014, she has been an owner and Principal of the firm and has mastered a broad range of essential commercial and business skills which go hand in hand with the work she does for...

Rohani Bixler

Special Counsel

Rohani Bixler

Special Counsel
Rohani holds a Bachelor of Arts (Psychology) and a Bachelor of Laws (Honours) from Monash University, and has practiced exclusively in the areas of estate planning, deceased estate administration and estate litigation and disputes since...

George Hanger


George Hanger

George was admitted to legal practice in May 2015 after completing a Bachelor of Arts at the University of Melbourne and a Bachelor of Laws at Monash University.
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