Best Wealth Management / Succession Planning Practice Lawyers in Australia
Tim Donlan is the founding partner 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 is recognised in Best Lawyers for his practice in Trusts and Estates and Wealth Management and Succession Planning. 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 t...
Edward is a Principal in the business law area at Sladen Legal, with a particular focus on equity, trusts and succession. The focus of his dispute practice is on protecting vulnerable beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts. He represents plaintiffs and defendants in the County Court and Supreme Court in matters relating to: The removal and replacement of executors and trustees of estates and trusts; Applications for jud...
Sarah is an experienced Transactions lawyer who is valued by clients for her attention to detail, commercial acumen and dedication to achieving the best commercial outcome for them. Sarah’s transactional experience includes: Advising Best Doors and Reliance Doors on their business sale to Swiss listed company Dormakaba; Advising sportsmed on the sale of their hospital to Burnside War Memorial Hospital; Leading the due diligence team in relation to Kelsian Group’s (ASX:KLS) $698m (...
Rebecca Edwards is a lawyer recognized by Best Lawyers in the practice areas of Superannuation Law, Trusts and Estates and Wealth Management / Succession Planning Practice. Rebecca practices law in Brisbane, Australia Best Lawyers has recognized Rebecca Edwards since 2027. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Rebecca Edwards is held by other lawy...
Scott Hay-Bartlem is a lawyer recognized by Best Lawyers in the practice areas of Commercial Law, Superannuation Law, Trusts and Estates and Wealth Management / Succession Planning Practice. Scott practices law in Brisbane, Australia Best Lawyers has recognized Scott Hay-Bartlem since 2014. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Scott Hay-Bartlem i...
Anne is one of Australia’s leading superannuation and financial services lawyers. Anne provides advice in relation to superannuation fund regulatory reform as well as superannuation fund product offerings, licensing, disclosure, fee arrangements and outsourcing arrangements.She is well connected to, and well known by, many superannuation and financial services industry participants. Anne has strong relationships with her clients and works hard at understanding their business, and to be ...
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...
Claire Hawke-Gundill is a lawyer recognized by Best Lawyers in the practice area of Wealth Management / Succession Planning Practice. Claire practices law in Perth, Australia Best Lawyers has recognized Claire Hawke-Gundill since 2023. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Claire Hawke-Gundill is held by other lawyers.
Daniela is a Principal in Harwood Andrews' wills and estates law practice area. Daniela’s extensive experience allows her to advise clients about the importance of proper succession planning. She assists clients in preparing wills and powers of attorney, including complex wills such as testamentary trusts. Daniela is experienced in all aspects of estate administration. Through the personal experience of dealing with the loss of a close family member, she understands the difficulties fam...
William Moore is a lawyer recognized by Best Lawyers in the practice areas of Trusts and Estates and Wealth Management / Succession Planning Practice. William practices law in Melbourne, Australia Best Lawyers has recognized William Moore since 2025. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which William Moore is held by other lawyers.
Paige Edwards is a lawyer recognized by Best Lawyers in the practice areas of Trusts and Estates and Wealth Management / Succession Planning Practice. Paige practices law in Brisbane, Australia Best Lawyers has recognized Paige Edwards since 2026. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Paige Edwards is held by other lawyers.
Keith is a Director in the Estates and Estate Planning Section and brings more than 40 years’ experience in legal practice. An active member of the legal community in Canberra, he is regularly asked to lecture on various aspects of estate planning including charitable trusts, special disability trusts, succession planning, superannuation and family provision claims. He is a member of the Financial Planning Association Australia, a Member of the Society of Trust and Estate Practitioners ...
Joshua Pascale is an Associate Director in Cowell Clarke’s Tax & Revenue, Superannuation and Agribusiness teams, specialising in capital gains tax, goods and services tax, superannuation law and succession planning. Josh takes a practical and commercial approach in advising property and business owners on a wide range of Federal and State tax law issues, as well as the pertinent superannuation and commercial law matters specific to their circumstances. He has developed a particular ...
Sam heads KCL Law’s Estate Group and practises in estate planning, estate administration, trusts, asset protection and estate disputes. With over 28 years of experience, Sam has provided tailored estate planning solutions to clients from diverse backgrounds, circumstances and complexities, including many of Australia’s wealthiest individuals. Recognising the challenges faced when a family member has died, Sam has established a dedicated estate administration practice to guide clie...
Gerry is the co-leader of our M&A (Private) and Equity Capital Markets (Private) practices. He has been advising on capital raising transactions, mergers and acquisitions and capital structuring for over 30 years in key financial markets including Sydney, Hong Kong and London. He is a trusted advisor to our clients. Gerry is an experienced board director and is frequently called upon to provide expert commentary around M&A trends in the mid-market. He particularly enjoys working with ...
