Isabella is an Senior Associate in the Private Clients team at Hall & Wilcox, specialising in estate and succession planning.
Isabella is experienced in all aspects of succession planning, including cross border succession issues, restructuring and establishing complex entity structures, probate and administration of estates and estate and trust disputes, with a focus on blended families, asset protection and international wealth.
Isabella acts for a variety of clients including high net worth family groups.
Experience
- Advising clients on estate and succession planning, with a focus on blended families and asset protection, having previously worked as a Judge’s Associate in the Appeals Division of the Family Court of Australia.
- Advising clients with international wealth on cross border succession issues, including UK inheritance tax and US estate tax.
- Preparing succession plans for clients, including blended families and families with complex entity and business structures.
- Advising on intergenerational wealth transfer strategies.
- Restructuring and establishing trust structures, with a focus on the transfer of intergenerational wealth, transfer of control and family governance.
- Advising on trust interpretation and trust disputes and establishing trusts.
- Advising on and acting in estate, Will and trust disputes.
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