Mahwish Malik

Mahwish is a senior estate planning lawyer with over 10 years’ of technical experience working in the area of Wills and Estates. She draws on her specialised experience to provide estate planning advice to individuals, families, business owners and high net worth clients with complex asset structures. 

Mahwish focuses on understanding her clients’ objectives to assist them in implementing tax effective and asset protective estate plans in line with their testamentary intentions. She provides practical and effective strategies to allow for succession of family wealth and control of entities, including family discretionary trusts, and SMSF succession planning.

Prior to joining Bartier Perry Lawyers, Mahwish worked at trustee companies in the area of wills and estates, with a focus on estate planning.

 

Qualifications/Memberships

• Bachelor of Commerce (Accounting) / Bachelor of Laws (WSU)

 

A word from Mahwish

I am passionate about assisting clients in all aspects of estate planning and find it particularly rewarding to help clients achieve their desired estate planning outcomes. This is an area clients often find emotionally difficult to deal with but with my highly personable and compassionate approach, I am able to guide my clients through the process comfortably and provide them with peace of mind.

My clients are often referred to me by financial advisers and accountants, and I enjoy working collaboratively with their professional advisers to formulate strategic solutions to successfully achieve the client’s objectives.

 

Career highlights

• Knowing that clients regard the work I do for them very highly as many have subsequently referred their adult children and other members of their family to me for their estate planning.

• Establishing long-standing relationships with clients and having them continuously return to me for updates to their estate plans whenever they have experienced a significant change in their personal or financial circumstances.

• Drafting bespoke provisions in Wills to reflect clients’ specific and complex wishes.

• Establishing and leading a national central drafting team for estate planning and mentoring junior staff to enable them to develop their estate planning skills.

 

Specific areas of focus

• Estate planning – a high level of experience in drafting complex Wills incorporating testamentary trusts, Powers of Attorney and Appointment of Enduring Guardian documents for a broad range of clients.

• Superannuation – ensuring succession arrangements are in line with the overall estate plan.

• Trusts – advising on and preparing trust documents.

• Wealth protection – identify the risk of legal claims from potential claimants and implement strategies to minimise or protect against such claims.