Rachael is a highly experienced wills and estates lawyer. She acts on behalf of individuals, families, trustees, trustee companies and businesses in all aspects of estate planning, estate administration and litigation concerning trusts and estates, and is also actively involved in trust, superannuation and family asset disputes. She is passionate about advising individuals and families to ensure their estate planning is comprehensive and appropriately meets their needs. This often includes working through complex personal and financial structures.
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Her experience includes:
Estate planning
- Preparation of Wills, Powers of Attorney, Appointment of Medical Treatment Decision Makers, Advanced Care Directives and Binding Death Benefit Nominations
- Reviewing and advising on trust deeds (including self-managed superannuation deeds)
Estate administration
- Applications for Grants of Probate and Letters of Administration (including complex grants)
- Obtaining a reseal of a foreign grant (whether interstate or international)
- Administering estates and transferring assets
- Advising executors and trustees in relation to their duties and obligations
- Advising beneficiaries about their rights
Disputes
- Working towards a sensible solution of any disputes
- All aspects of litigation arising out of deceased estates with particular emphasis on
- Trust and Superannuation disputes, and
- Testator’s Family Maintenance Claims (a claim for provision or further provision)
- VCAT Guardianship and Administration matters
- Contesting validity of testamentary documents including capacity issues
- Construction proceedings
- Advising on the appointment and removal of executors and trustees
- Negotiation and mediation
- Debt recovery
- Enforcement of orders
Rachael is an Accredited Specialist in Wills & Estates (with the Law Institute of Victoria) and a member of the Society of Trust and Estates Practitioners.
