Daniel is our Wills and Estate Planning team leader. His practice encompasses all aspects of Estate Planning, Probate and Estate Administration, Estate Litigation and Superannuation Complaints. Daniel holds a Masters of Law in Financial Services and is a Law Institute of Victoria Accredited Specialist in Wills & Estates.

Experience

  • Acting for Private clients, Trustee Companies, other Corporate, Government and Not for Profit clients on a range of estate and succession planning and property disputes
  • Advising clients on their wills, superannuation and discretionary family trusts
  • Advising on testators family maintenance (family provision) claims, contested probate applications, contested trust matters and mediation in these matters
  • Advising on superannuation, superannuation complaints and protection insurance issues
  • Advising on probate and estate administration including revenue, taxation and stamp duty
  • Advising in Property transactions for business and farm succession

Leadership

  • Committee Member, Society of Trust and Estate Practitioners
  • Independent Director, Bayley Foundation Pty Ltd
  • Professional Advisers’ Committee, Australian Communities Foundation
  • Wills and Estate Specialist Committees and Study Group, Law Institute of Victoria