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. Julia also acts for a number of pro bono clients in the senior’s law space through Maddocks’ association with Justice Connect.

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

  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

  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

  General corporate and commercial sale of business corporate restructuring

• Contested matters

  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

  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