About Phillip
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Phillip has worked exclusively in the areas of wills and estates and their related aspects for over 25 years. He has a wealth of experience in estate planning, estate administration and estate litigation
As an estate planner, Phillip specialises in complex inter-generational wealth protection and wealth transfer strategies for private clients.
Working with families, Phillip solves the estate planning challenges they face by putting in place comprehensive estate planning strategies.
Phillip works closely with accountants, lawyers and financial advisors to assist clients to organise their affairs.
He has presented and chaired numerous seminars on will making, estate planning and estate litigation for the Taxation Institute of Australia, the Queensland Law Society Incorporated, The Law Society of New South Wales, LexisNexis, Legalwise and TEN, Western Sydney University and University of New South Wales.
Phillip was the inaugural editor of the text ‘Wills, Probate and Administration Practice (New South Wales)’.
Phillip is listed as a recommended leading wills & estates litigation lawyer by Doyle’s Guide.
Specialisations
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Experience
Preparation of Wills
Advises on the preparation of wills and related estate planning documentation
Comprehensive Succession Planning
Advises comprehensive succession planning for family trusts, seld managed superannuation funds and family companies
Disputes and Estates
Advises on deceased estate, trust administration, family provisions claims, will disputes and disputes between executors and beneficiaries.