Best Lawyers in Australia for Wealth Management / Succession Planning Practice

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...

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 ...

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...

As a highly skilled commercial lawyer Tim advises clients on efficient and effective business structures that facilitate access to the capital necessary for growth or acquisition. Capital Structuring extends to business restructuring whether solvent or insolvent and to enable generational business succession or exit. Tim provides pragmatic advice that has seen him develop key client relationships across a range of industries including manufacturing, construction, agri-business, technology, to...

Clinton Jackson is a top attorney recognized by Best Lawyers in the practice area(s) of Superannuation Law and Wealth Management / Succession Planning Practice. Clinton, who practices law in Brisbane, Australia, has been recognized since 2019. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Clinton is held by other top lawyers in the same geographic and legal practice area.

Claire Hawke-Gundill is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates and Wealth Management / Succession Planning Practice. Claire, who practices law in Perth, Australia, has been recognized since 2023. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Claire is held by other top lawyers in the same geographic and legal practice area.

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 (...

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...