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Warren Smith, Macpherson Kelley

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 + estates, superannuation, trusts, commercial litigation, family law, asset protection and financial agreements.

“A considered and well developed will and estate plan is increasingly more important in modern life. At Macpherson Kelley we are proactive in finding practical solutions on estate planning needs.”

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