Find Lawyers in Australia for Trusts and Estates
Greg leads HopgoodGanim Lawyers’ Estate Planning practice and offers more than 25 years’ experience in estate planning, administration and litigation. Greg’s practice includes drafting Wills and memoranda of directions, from the most simple to the very complex; drafting powers of attorney and estate plans; and in the unfortunate incidence of an estate dispute, advising on the most effective dispute resolution strategy. He also has a comprehensive understanding of Elder Law a...
Tim Donlan is the principal of the boutique South Australian private client law firm Donlan Lawyers. Donlan Lawyers has offices in Adelaide and in Victor Harbor in South Australia. Tim practices primarily in the areas of wills and estate planning. He specialises in complex estate planning including trust establishment and succession, wills incorporating testamentary trusts, as well as cross border issues and planning. He also advises in relation to trust disputes and contested estates. He has...
Andrew helps his clients plan for their future. Since 1988, he has advised on estate, tax and superannuation planning, as well as on wealth protection. He also helps administer deceased estates. Andrew understands that the laws in these areas can be complex and the potential paths forward can have many twists and turns. That means people often know what they want to achieve but they’re not always sure about the steps needed to get there. So Andrew uses his years of experience and breadt...
Kelly is the founder and Principal of Nurture Law a wills and estates law firm. Kelly is a caring Wills and Estate Lawyers, helping clients avoid and resolve estate disputes so they can focus on what matters most. Estate disputes can be messy, complex and emotional. Losing a loved one is difficult enough let alone having to engage estate lawyers and be involved in an estate claim or contesting a will. Kelly helps clients through the legal process with compassion and makes sure they understand...
Tim is an experienced and highly skilled commercial lawyer. He has for 30 years been developing close ongoing relationships with his clients and establishing efficient and effective business structures. He is a no nonsense thinker and provides pragmatic advice that has seen him develop key client relationships across a range of industries including manufacturing, construction, agri-business, technology and environmental. Tim’s commercial expertise is broad and ranges from advising on bu...
Laura is a Special Counsel in the firm's Disputes Resolution & Litigation team, specialising in the areas of family business succession, estate planning and superannuation. She has over 16 years’ experience working with private clients and family businesses in crafting and executing succession plans. Laura’s key focus is to understand each individual or families motivation for their succession planning and tailor an appropriate plan for the individual or family. Her areas of e...
Zinta is the owner of Resolve Estate Law, a Brisbane-based boutique law firm specialising in contested estates and complex estate administrations. She is the only dual-accredited specialist in succession law and business law in Queensland, and the only specialist of this kind in Australia who is also a nationally accredited mediator and an accredited collaborative practitioner. Over the last 25 years in practice, Zinta has helped steer dozens of complex and bitter estate battles to resolution...
George is a taxation and transaction advisory specialist. George acts for a range of clients in relation to their obligations under federal, state and international taxation systems, corporations law and regulatory matters in various sectors including government, funds management, financial services, energy & resources, agriculture, property development and not for profit. George advises private, public, government and not for profit clients on taxation matters, structuring, mergers and a...
Michael leads our Wills & Estates team. He assists clients with their estate planning; from individuals with simple affairs to high net wealth clients with complex business structures and blended families. Clients appreciate Michael's practical advice in estate planning matters, business structuring, trusts, asset protection, family disputes and other general advice. Michael is often called on to resolve complex estate litigation matters involving contested Wills. This includes regular ap...
Joe is a highly experienced commercial lawyer having acted in a wide range of property & commercial related matters. His expertise covers all areas of franchise law, business acquisitions/sales & structuring (including preparing partnership-type arrangements), estate planning, business succession, estate administration, and all aspects of property law, including acquisition and sales, property development and preparation of co-ownership and joint venture arrangements. Joe has extensiv...
Hayley is a Succession Law Accredited Specialist (Qld) and a special counsel in the commercial team at Cooper Grace Ward. Hayley practices in estate and trust disputes, estate planning, and estate administration. Hayley has experience in providing a broad range of advice involving executor’s duties, beneficiaries’ rights, problematic and contentious estate administration, and matters involving attorneys, administrators and guardians. Her particular areas of interest are family pro...
One of Australia’s leading estate planning lawyers, Bernie has over 40 years’ experience advising individuals, family groups and businesses on all aspects of estate and business succession. Often acting as advisor to prominent families, Bernie’s knowledge of family trusts, superannuation and estate and elder law enables him to provide clear, practical solutions for clients with complex family and asset structures. He is often asked to provide a second opinion on existing suc...
Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of ...
Paul is a partner in the Tax team and has a broad range of experience in providing specialist taxation and commercial advice to a wide variety of clients. His broad base of clients includes legal and accounting firms, private and listed companies, high net worth individuals, and private equity funds. Paul advises on all areas of Federal and State taxation law and related commercial matters. Paul has experience advising across a range of sectors including transport, mining, property sale and d...
Peter Worrall has a consultancy legal practice in Wills, Estate Planning, Estate and Trust Advice and Strategy. He works with individual clients, institutional trustees, private Executors, private beneficiaries and give strategic Estate Planning advice by settling documents including Wills and Trusts, advice to institutions, other lawyers, financial planners and accountants about Estates, Trusts and Superannuation, and to charities about gifts and bequests and advice to donors and will makers...
Trusts and Estates Definition
The ‘trusts and estates' practice area is a broad one.
At its foundation, the classification focuses on the ‘two life certainties' – death and taxes. In particular, trusts require a deep understanding of the taxation system, while estate planning is centred around wills.
Due to the breadth of potential areas, many lawyers in this area will have particular niche specialisations. Generally, the lawyers profiled will also work collaboratively with other advisers in the clients’ network, for example, accountants, financial planners, risk advisers, financiers, and, increasingly, other lawyers who do not have deep specialisation in this area.
Lawyers working in this area will generally have some experience, if not deep specialisation, in a range of specific areas, including:
- trust administration;
- trustee duties;
- trust interpretation;
- tax planning generally, particularly capital gains tax;
- superannuation, particularly in relation to the payment of death benefits;
- asset protection;
- all forms of inter vivos and testamentary trusts;
- administration of deceased estates;
- winding up of trusts; and
- succession planning, including business succession.
Unlike many comparative areas, lawyers in this area will need to have experience, both in relation to state based legislation (each state has its own rules in relation to trusts and succession) as well as federal legislation (there is commonwealth legislation in relation to taxation, superannuation, and bankruptcy for example).
The range of specific legal documents prepared by lawyers working in this area is extensive. Some examples include:
wills (including testamentary trusts);
- inter vivos trusts (including special purpose trusts across a myriad of areas including disability trusts, generation skipping trusts and lineal descendant trusts);
- powers of attorney, enduring guardianship, and health directive documentation;
- probate and letters of administration;
- various entities, other than trusts such as superannuation funds, companies, foundations, and partnerships;
- business succession agreements;
- family constitutions;
- loan agreements;
- variations to trusts including the extension of vesting dates, winding up of trusts, trust splitting, and trust cloning;
- superannuation death benefit nominations (including binding nominations); and
- revenue related advice in relation to the above areas (including general tax, capital gains tax, and stamp duty).
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
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