Specialist lawyers can advise you on the use of family trusts and other mechanisms to help protect your personal assets from claim, including the planning required to minimise adverse tax effects for beneficiaries.
Michael Crowe is an Estate Planning specialist with extensive experience in matters involving complex assets structures, superannuation and often difficult family dynamics.
Michael recognises that the knowledge of other professionals, including accountants and financial planners, add significant value in Estate Planning discussions with clients.
Jodylee is an experienced family and relationship lawyer. She advises married and de facto couples, including same-sex couples, on all legal issues relating to family and relationship law, from separation and divorce to parenting disputes and IVF. She also advises in relation to financial agreements and all aspects of financial issues and property settlements.
Jodylee is an Accredited Specialist in Family Law (Law Institute of Victoria).
Chantelle has over 5 years’ experience advising individuals and business-owners on all aspects of wealth succession, and works closely with her clients to help them obtain the best possible tax outcome through their estate plan. She is particularly experienced in providing solutions for complex family arrangements, such as blended families and vulnerable beneficiaries, and gives her clients peace of mind throughout the process.
Chantelle regularly advises medical specialists and understands that whilst wills and estate planning are an important consideration, time is often the hindering factor for them. For this reason, Chantelle and her team are adaptive and efficient in their engagement process and work within each client’s personal time restraints and competing priorities.
Daniel is an accredited Family Law Specialist who has practised exclusively in Family Law since his admission to practice in 2003. He takes a particular interest in complex property matters, including those matters with an international aspect. Daniel has successfully represented clients Australia-wide in cases involving third parties, such as the Australian Taxation Office. Daniel also has expertise in medico-legal family law matters and has written a range of articles for GPs on family and relationship law topics.
Ben’s focus areas include estate planning, elder law, superannuation and estate litigation. He routinely prepares simple estate plans as well as complicated wills, corporate structures and trusts for high wealth individuals.
Felicity’s focus areas include Estate Planning, Elder Law, Superannuation and working with families who have relatives with a disability.
She routinely prepares simple estate plans as well as complicated Wills, Corporate Structures and Trusts for high net worth individuals. Felicity has ten years specialist experience in succession planning and is a member of STEP – a worldwide organisation of estate practitioners.
Neal has substantial experience in advising clients in the estate planning, superannuation, asset protection and tax industry. With 22 years in superannuation and tax advising, and 24 years in estate planning, he is the best person on hand to help clients preserve what they have worked hard to create; to deliver the best structuring outcomes so that they can retain as much of their hard-earned wealth during their lifetime, and pass it on at the right time to those who they ultimately wish to succeed them.
Neal brings a wealth of knowledge to the Private Client sector, specialising in assisting other professionals with their clients’ complex issues. He is known for his ability to develop innovative solutions for clients and delivering exceptional service.
Neal was included in the Ninth Edition of The Best Lawyers in Australia for Superannuation Law (The Best Lawyers in Australia, 2017).
Pierce assists clients who have a particular goal in mind that may not fit the traditional scope of family law settlements. He excels in working with client’s other trusted advisors, including accountants and financial planners to achieve results specifically tailored to the client.
Pierce’s view is that it is not sufficient to merely get the best result, but rather to achieve the best result delivered in a way that furthers the client’s financial and other goals. Pierce’s communication, negotiation and problem-solving skills set him apart from other lawyers within the industry.
Josh is the Managing Director of Fletcher Clarendon a law firm established to advise clients from the medical profession on their unique legal requirements. Josh is experienced in a range of commercial, litigation, property and trust law matters. He regularly advises medical professionals in relation to setting up, running, acquiring or divesting of interests in medical businesses. His knowledge of the structuring of business arrangements also places him in a unique position to provide comprehensive advice to private clients to ensure that appropriate consideration is given to business succession planning, asset protection and tax implications.