Kate specialises in estate planning and law with a focus on ultra-high and high net worth clients. She also has experience in advice concerning trust structures, probate and estate administration and estate disputes.
Kate enjoys assisting her clients to understand their options and putting together estate planning documents to give effect to their intentions and to address their concerns. She listens to her clients and considers all their issues before creating a personalised strategy for their needs.
Kate is admitted as a solicitor in New South Wales. Prior to joining Hall & Wilcox, Kate held roles at Marsdens Law Group and National Australia Trustees within the NAB Private Bank. Having previously worked for a trustee company, Kate also understands and advises clients about the value that trustee companies can bring in being appointed an as independent attorney, executor or trustee.
- Advising families on estate planning with a focus on wealth preservation, blended families and vulnerable beneficiaries. This specific work involves the preparation of standard Wills, testamentary trust Wills, enduring powers of attorney and appointments of enduring guardian, documents dealing with succession and control of structures, such as family trusts, updating and amending trust deeds for family trusts and the preparation of superannuation death benefit nominations and updating SMSF trust deeds.
- Advising family businesses on tailored company constitutions, family constitutions, binding trustee resolutions and shareholder’s agreements and the preparation of documentation for existing business structures for entry of second and third generations into the business.
- Advising on trust interpretation and trust disputes and establishing family trusts.
- Advising on cross border succession issues and conflicts including assisting clients with UK estate and tax planning issues, including in relation to UK inheritance tax and losing their UK domicile of origin.
- Applications for Probate, Letters of Administration and Reseals of foreign grants.
- Advising on estate administration.
- Advising executors and beneficiaries on the interpretation of Wills and Trusts.
- Advising beneficiaries of their rights and entitlements under Wills and estates and estate litigation.
- Superannuation death benefit payment disputes.
- Acting for clients in relation to applications for guardianship and financial management orders.
Awards and recognition
Arts Law Centre of Australia Arts Law Pro Bono Awards 2020Winner
Private Clients | 7 Dec 2020
Changes to Queensland’s guardianship laws are now in force. The amendments, which came into effect on 30 November 2020, relate to the Guardianship and Other Legislation Amendment Act 2019 (Qld).