About Georgia

Georgia Borg advises on complex estate planning and administration matters, often involving high net-worth clients and intricate intergenerational, structural and taxation considerations.

Georgia plays a key role in delivering tailored, client-focused advice and regularly manages direct client relationships, including attending client meetings independently. She is recognised for her strong commercial acumen, attention to detail and commitment to providing clear, practical guidance in sensitive and often contentious matters.

She works closely with teams across tax, banking and finance, and other practice areas to deliver holistic outcomes for clients, and is a valued contributor to both internal collaboration and business development initiatives across the firm.

Experience

• Wills, Estates & Succession Planning
  • Drafting succession planning documents including wills with testamentary trusts, codicils, powers of attorney and letters of wishes.
  • Acting for applicant in VCAT proceeding for a guardianship order, including drafting outline of submissions.
  • Preparing and advising clients on binding death benefit nominations for superannuation.
  • Preparing applications for a grant of probate or administration with the Supreme Court of Victoria and the Supreme Court of New South Wales.
  • Preparing documents for litigious matters under Part IV of the Administration and Probate Act 1958 (Vic).
• Charities and Not-for-Profit
  • Advising clients on charities and not-for-profit law matters, including the prospects of obtaining gift deductibility status, winding up charities and the limitations of doing so, and mergers involving charities and not-for-profits.
  • Preparing applications for charity registration and deductible gift recipient endorsement.
  • Drafting constitutions for companies and not-for-profits to reflect appropriate corporate governance.
  • Drafting legal documents in setting up company structures and conducting commercial transactions.