With over 10 years' of experience, William helps clients to work through their succession planning goals and issues. He is driven to achieve realistic outcomes for his clients in their personal and business succession planning. This can involve working through difficult and sensitive considerations, needing a personal touch and some practical suggestions.
William is widely regarded as a leading practitioner in the area of succession planning, trusts, estates and estate litigation. William prides himself on giving practical advice and understanding the client's needs and business intimately to give them the best results.
He has a broad range of clients, from those with young families to some of Australia’s largest family groups, as well as business owners and people moving towards retirement. This has provided William with practical insight into many issues, concerns and needs that arise at different stages of life.
William is a recommended Wills, Estates and Succession Planning Lawyer and Wills & Estates Litigation Lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. He regularly publishes articles and presents for both the firm and professional bodies including Leo Cussen, The Tax Institute and Television Education Network.
- Providing advice to a client in a second marriage, who wanted to provide for children from his first marriage, and for his current wife and children of his second marriage. A number of options were discussed, and Wills, Powers of Attorney and Superannuation Nominations were put in place to provide for each of the beneficiaries.
- Acting for executors in a Will dispute who were defending a claim for further provision by one of three sons. Significant time was spent with the family in preparing detailed material which resulted in the matter being settled at mediation, without going to a Court trial.
- Providing structuring advice for a significant family group with a substantial number of trusts and companies, including planning for the future transition of control from the parents to the children. Documents were put into place to deal with the future succession of control of the entities, together with Wills that dealt with the parents personal estates.
- Providing advice regarding the succession of a family farm. The parents in this case wanted a farm to pass to the son who ran the farm, and also provide for other children who did not work on the farm. Wills were put in place providing for the passing of farm and non-farm assets. A family farm trust was also established to take advantage of the family farm stamp duty exemption.
- Law Institute of Victoria
- Society of Trust and Estate Practitioners (STEP)