Summary
Down to earth, commercially savvy lawyer offering complex legal advice in an easy-to-understand manner.
I have worked predominantly in inheritance law, including wills and complex estate planning, powers of attorney, estate administration, challenges to wills, and superannuation disputes. My work in estate planning has involved assisting clients with high net wealth, including successful business owners with complex structures (trusts, companies, partnerships, and SMSFs).
I have previously worked in Melbourne, including 2.5 years in a Collins Street legal firm, and have since moved to a regional area to raise a family.
I have experience in some areas of commercial law, including buy-sell agreements, partnership agreements, unit-holders' agreements, shareholders' agreements, and restructuring of existing entities.
I have 11 years experience, 8 of which have been in the area of inheritance law.
I am currently completing my Masters in Estate Planning.
Practice Areas
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Executor duties
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Death intestate
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Creating or amending a will
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Charitable trusts
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Trust deed
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Trustee duties
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Trust
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Prepare a Power of Attorney
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Set up a family (discretionary) trust
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Experience
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Robertson Hyetts Solicitors
Solicitor
June, 2016 - Present
Providing easy to understand legal advice to clients on a wide range of matters, including wills and will writing, complex estate planning, SMSFs, discretionary trusts, unit trusts, and other structures, challenges to wills, and challenges to superannuation.
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Perpetual Trustee Company Limited
Senior Lawyer
June, 2013 - December, 2015
Provided high level estate planning advice to high net wealth individuals with complex structures (including trusts of various forms and companies, SMSFs).
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State Trustees
Will writer
July, 2009 - May, 2013
Providing will writing services to clients of State Trustees.
Education
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University of Melbourne
BA/LLB
2000 - 2005
Location
386 Hargreaves Street, Bendigo, Victoria 3678 Australia
Virtual Practice
Practising Certificate
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Victoria, Australia
10 years held
Languages
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English
Proficient
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German
Basic