About Julia

Julia has extensive expertise in estate planning, structuring for succession of ownership and control of private and family businesses. Julia also has experience in the charities and not-for-profit space. Julia’s clients include high net worth individuals and families and privately held businesses. Clients value Julia’s empathic, common sense yet technically sound approach to complex legal (and often interpersonal) issues.

Julia has been recognised as a specialist by The Law Institute of Victoria with an accreditation in Wills & Estates Law.

Experience

• Personal and business succession planning

  Preparing simple and complex wills (including testamentary trusts), powers of attorney and binding death benefit nominations for superannuation asset protection and structuring for high net worth individuals advice and structuring in preparation for intergenerational transition of control of privately held businesses reviewing, advising and drafting discretionary trust deeds.

• Charities and Not-for-profits

  Charity registrations, applications for deductible gift recipient endorsement and advice regarding corporate governance of not-for-profit organisations cy-près applications advice regarding and establishment of charitable ancillary funds.

• General corporate and commercial

  Sale of business and corporate restructuring.

• Contested matters

  Preparation of and advice regarding applications for guardianship and administration orders at VCAT advice relating to and preparation of applications for orders regarding conduct of attorneys appointed under an enduring power of attorney (financial) advocacy at VCAT- advice and representation relating to applications under Part IV of the Administration and Probate Act 1958 (Vic) applications to the Supreme Court for amendments to discretionary trust deeds under the Trustee Act 1958 (Vic).

• Estate administration

  Obtaining grants of probate or letters of administration for deceased estates, reseals of foreign grants or grants of informal wills estate administration including administration of perpetual charitable trusts.