About Us
Meet the Team
Solicitor
With over two years in legal practice, Ben has developed strong skills and technical legal knowledge through his background and experience in estate planning and commercial law, with a focus on delivering practical, well-considered legal solutions tailored to each client’s circumstances. Ben is committed to building strong professional relationships with clients by providing clear communication, reliable advice, and support throughout every stage of the legal process.
Understanding that legal matters can often feel complex or overwhelming, Ben adopts an empathetic and client-focused approach, ensuring clients feel informed, supported, and confident in the advice they receive.
Known for being approachable, organised, and attentive to detail, Benjamin consistently strives to provide high-quality legal service with professionalism, care, and integrity, providing guidance that is both commercially minded and personable.
“Two clients with a substantial estate sought to preserve their assets for the benefit of their children following their passing. I assisted in implementing a holistic succession plan, including the establishment of testamentary trusts for each child and structured handover mechanisms for control of the testamentary trusts to help safeguard the estate against future risks.”
Circumstances/Situation
Our interstate clients held a substantial multi-million-dollar estate and required a comprehensive estate structure. This involved coordinating self-managed superannuation entitlements, existing family trusts, and complex asset arrangements, as well as addressing lifetime loans to children and provisions for multiple foreign beneficiaries.
Solution
We implemented an estate plan that established testamentary trusts for each of their children, successor deeds for their existing family trusts, death benefit nominations for their self-managed superannuation entitlements, enduring appointment of guardianships and enduring powers of attorney.
Outcome
The clients’ estates were comprehensively structured and protected through a succession plan that incorporated a clear methodology for calculating loan adjustments, detailed statements of wishes, and measures to ensure tax flexibility and asset protection for foreign beneficiaries, while appropriately accounting for their existing asset structures and superannuation entitlements.
Circumstances/Situation
Two spouses acted as trustees and appointors of multiple family trusts. As part of their estate planning, they sought to ensure an effective transition of control of their trust entities to their children upon their deaths. However, the governing deeds did not contain provisions permitting the appointment of successor trustees and appointors.
Solution
In addition to preparing their Wills and other estate planning documents, we prepared amendments to their trust deeds to allow the appointment of successor trustees and appointors. Then, once successfully amended, we drafted the requisite appointment documents.
Outcome
In addition to a holistic and secure estate plan, their trust deeds were amended to allow their children to step into the trustee and appointor roles if our clients both passed away, ensuring that control of the trusts and the assets within those entities remained within the family group.
Circumstances/Situation
Our client lived with her de facto partner in a jointly held property in which he owned a two-fifths share. She wanted him to retain the right to continue to live in the property after her death, but for the ownership of her three-fifths share in the property to ultimately pass to her children.
Solution
We included provisions in her Will directing her Executor to hold her three-fifths interest in the property on trust, expressly allowing her partner to reside there until his death or departure, after which the property was to be sold and her share of the proceeds distributed to her children.
Outcome
The client’s estate planning objectives were achieved and her complex property arrangement solved by securing her de facto partner’s ongoing right to continue living in the property, while ensuring her interest in the property was protected and ultimately passed to her children in the future.