Areas of Expertise

Michael is an experienced Partner with expertise in estate planning and business succession planning. He has focused on these areas of the law for the last 20 years.

When working with clients Michael quickly identifies the relevant issues in a matter and, often using diagrams, he presents solutions in a way that client’s find easy to understand, despite the complexities involved.

 

Qualifications/Memberships

  • Diploma of Law (SAB)

  • Society of Trusts and Estate Practitioners

 

A word from Michael

I thoroughly enjoy my work. It is deeply satisfying to spend time with people addressing issues that are very personal and important to them.

 

Career highlights

Over the last few years I have been developing and have now completed an online estate planning platform that gives professionals a quality tool they can use with their clients. This tool has transformed the service I am now able to offer my clients.

 

Specific areas of focus

Clients often come with these types of questions:

  • Asset Protection

    • How can the family wealth be protected from the spouse of a beneficiary should their relationship break down

    • What should be done where a beneficiary is in an ‘at risk’ occupation?

  • Blended family issues

    • How do I appropriately provide for my new spouse and balance my wish to provide for my children from my first relationship?

  • Tax efficiency

    • What can I do to give my children the flexibility to best manage their tax obligations?

  • Business succession

    • What do I need to do to make sure that if something happens to me, the value of my interest in the business will go to my family?

  • Superannuation

    • What are the best strategies to maximise my available options?

  • Trusts

    • How do I make sure the wealth tied up in our family trust will ultimately go where I want?