Stephen Gray
Consultant

Private Advisory & Estates
Expertise
- drafting wills and enduring powers of attorney;
- drafting testamentary trusts;
- business succession planning and assistance with dialogue;
- intra-family loan agreements;
- challenging unfair wills or contesting a will;
- estate dispute resolution;
- deceased estate administration;
- letters of administration;
- grant of probate.
Experience
- many years acting for public and private company developers;
- structuring windup's of the Australian operations for large privates vs conglomerates;
- stamp duty advice and appeals on corporate acquisition and lodgments;
- preparation of tailored shareholders and unitholders agreements, and buy/sell agreements for numerous successful growth businesses including long term family businesses;
- advice on tax and stamp duty effective trust arrangements to take place upon death of founder of business or investment structures;
- ongoing consulting and advice to private and family investment groups including charities
- compliance issues and efficient turnaround for leasing of major developments;
- estate planning including dealing with existing trust and company structures to minimise uncertainty and establish binding arrangements as appropriate;
- creation of team for efficient estate administration, supervision and continuing advice regarding estate issues; and
- continuing involvement as a client advisor.