Wendy Birse, HWL Ebsworth

My practice focuses on sophisticated estate planning, employing tax optimization, and asset protection strategies to ensure the effective succession of wealth for clients with simple and complex asset structures, including rural estates and international assets.  

I have garnered a reputation in the Private Banking sphere for providing exceptional legal counsel tailored to the unique needs of affluent clients.

I also have a deep understanding of estate law, and provide legal services tailored to the needs of executors, beneficiaries and families during a challenging time.  My experience includes:

• obtaining Grants of Probate and Letters of Administration in both simple and complex estates;
• intestate estates;
• resealing of Probate documentation in other Australian and overseas jurisdictions;
  managing the legal processes involved in the distribution/transfer of estate assets to beneficiaries;
• ensuring all taxation obligations for the deceased/estate are completed;
  preparing Deeds of Family Arrangement;
• dealing with the relinquishment of Life Estates;
• options to purchase under Will;
• advising on and resolving disputed estates, including:
  • disputes regarding superannuation entitlements;
  • validity and interpretation of wills; and
  • capacity issues