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Independently recognised and awarded as an industry leader in trusts and estates by Best Lawyers and Doyle’s Guide, our Legal Subject Matter Expert (SME) is an accredited specialist in succession law and manages the private client team of a leading independent Australian law firm.
The Legal SME in our fully integrated expert team oversees the estate planning and legal aspects of client plans. His role includes preparing the Legacy Flow report which distils often complex estate and succession plans down into a visual flow chart to facilitate client understanding and enable better decisions.
Our Legal SME is a nationally accredited mediator and has tertiary qualifications in law, economics, and commerce.
Please contact us if you would like information about our Legal SME.