Warren has over 20 years’ experience as a Wills and Estates lawyer and delivers proactive wealth protection and tax-effective advice to his clients. Warren’s expertise includes Wills and estates, superannuation, trusts, commercial litigation, family law, asset protection and financial agreements.
Significant matters
Various Business owners – assisted executor in managing protection for and administrator of multi-million dollar estates
Property investors – assisted parents and siblings, and blended families in preparation of wills and property ownership documentation for ongoing management and planning in regard to the ultimate division of assets
High wealth individuals – assisted family owned businesses and property owners with estate planning, business succession, trust management, family constitutions and buy-sell arrangements.
High wealth individuals – assisted establishing charitable trusts and foundations to assist giving back to the community/charitable causes in conjunction with personal estate planning
Family owned and controlled wealth – assisted by preparing financial agreements, and family constitutions for handover to second and third generation family members
Professionals and blended families – formalised estate plans and financial agreements for wealth, asset and estate planning