Jana specialises in estate and succession planning, including for clients with complex personal circumstances and/or complex asset structures. She is experienced in all aspects of trusts, probate, post-death estate administration and estate litigation.
'Navigating the complexities of estate administration can be an overwhelming and emotionally taxing process in the hands of a novice. From the very beginning, Jana Sosner and her team demonstrated an unparalleled level of professionalism, expertise, and compassion that not only eased the burden on me as the executor but also ensured a transparent and seamless settlement.'
Larry from Lake Cathie
Experience
- Adivising clients on estate and succession planning, asset protection implementation during their lifetime and on their death.
- Advising on intergenerational wealth transfer strategies.
- Preparing estate plans for complex family structures such as blended families, large privately owned businesses and related entities, or those involving vulnerable beneficiaries utilising discretionary, testamentary and special disability trusts.
- Preparing application for Probate and Letters of Administration, including applications involving informal Wills or copies of Will, multi-jurisdictional estates, blended families and minor or incapacitated beneficiaries.
- Acting for Executors and Administrators in all aspects of estate administration, including establishment and ongoing management of testamentary trusts.
- Acting for claimants and Executors in family provision claims and disputes regarding validity of Wills.
- Advising trustees of family, testamentary and self-managed superfunds.
Memberships
- Society of Trust & Estate Practitioners (STEP)
Relevant Services
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