McR Private, Wills, Estates and Trusts
Esterina’s specialised practice includes comprehensive estate and succession planning for private clients (including high net worth and ultra high net worth clients, individuals, families and family offices) through the formulation and implementation of bespoke strategies, advising on the wide-ranging and varied matters that arise in the administration of complex deceased estates, and acting in litigation and alternative dispute resolution processes for a variety of estate-related conflicts. She has also advised on unique succession issues in order to assist with legislative reform.
She is actively involved in the professional community, currently serving as a member of the Law Society of NSW Elder Law, Capacity & Succession Committee, Chair of the STEP Australia National Newsletter Committee, and co-founder and Sub-Committee member of the STEP NSW Emerging Professionals Network. She is also a full member of the international Society of Trust and Estate Practitioners (STEP) and regularly presents on wills and estates law at conferences.
Esterina draws on her extensive experience in estates practice to support her clients in an empathetic and authentic manner, both in navigating complex estate administration and litigation dilemmas, and in achieving desired estate planning outcomes. She works closely with other professionals, such as accountants, financial advisers and wealth managers, as well as her colleagues within McR Private and the firm more broadly, to ensure clients and their interests are looked after comprehensively.
No minor matter: Complexities in the appointment of testamentary guardians
Revised s 249E of Crimes Act NSW: Corruption Now Key Offence Element
Avoiding a crime when changing trustees – Application of MLC Investments Ltd
Acting for private clients, high net worth and ultra high net worth clients, individuals, families and family offices, including the preparation of, review and advice on a comprehensive succession plan and suite of documents: wills (incorporating testamentary discretionary trusts), enduring powers of attorney, enduring guardianship arrangements, family trust and company documentation, self-managed superannuation fund trust deeds and death benefit nominations.
Undertaking and advising on the administration of complex deceased estates, including multi-million dollar estates, estates with interests in interrelated companies and trusts, and estates with assets in multiple jurisdictions. Acting for executors and administrators to apply for straightforward and complex grants of probate and letters of administration on intestacy, and advising on all matters necessary to facilitate the finalisation of a deceased estate. Acting for beneficiaries and representing their interests in the timely and appropriate completion of estate administration.
Advising on and navigating the informal resolution of disputes, as well as initiating and defending contested proceedings, in a variety of estate-related conflicts, including family provision claims, contested probate matters (testamentary capacity, knowledge and approval, undue influence and fraud), construction of a will, informal will disputes, applications for the removal of an executor, burial disputes and other matters.
