People

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.

 

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