Joel Whale

Senior Associate

Qualifications: LLB/BlnSt

Practices

Joel specialises in estate litigation and disputes related to inheritance, family trusts and probate, and acts for a range of interested parties.

Joel also provides advice on the transfer of intergenerational wealth. This includes succession planning for high net worth individuals and family offices, as well as family agreements to manage business interests, family trusts or potential disputes.

Drawing on over 10 years of experience, Joel has advised on complex wealth management and trust matters, as both a litigation lawyer at Norton Rose Fulbright and as an asset management lawyer at Blake Dawson, where he commenced his career.

Prior to joining Hall & Wilcox, Joel held a senior role in the investments team of a superannuation fund with $13 billion in assets under management.

Experience

  • Advising high net worth individuals in relation to family trust and estate challenges, including family provision claims in the Supreme Court.
  • Advising a partnership on a trustee claim in relation to a high value trust which owed investors approximately $130 million.
  • Advising a trustee in defence of Federal Court proceedings in relation to withholding interest accrued on beneficiary funds.
  • Advising a high net worth individual in relation to a trust dispute involving the sale proceeds of a commercial property for $132 million.
  • Advising a professional advisor in relation to a multiparty dispute involving the tax liability of a high net worth client.
  • Advising ultra high net worth clients in relation to their investments and divestments of domestic and offshore assets.
  • Advising on buy/sell agreements including using life insurance proceeds to fund equity.

Latest thinking

Private Clients | 5 Jul 2022

SMSFs in estate planning: takeaways for inheritance disputes

Recent cases involving superannuation death benefit nominations provide a timely reminder that SMSFs continue to be at risk of dispute.