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WILLS AND ESTATE PLANNING NEWSLETTER
MARCH 2007 |
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DANIEL
KELLIHER
Senior Associate
Daniel
is our Wills and Estate Planning Team Leader. He joined
the firm in mid 2005 as Senior Associate in Wills and
Estate Planning after 11 years in private practice and over
4 years of corporate experience with National Australia
Trustees Ltd. Daniel has been an Accredited Wills & Estates
Specialist since 1996; in 2005 he graduated from Macquarie
University with a Masters of Laws in Financial Services,
after completing a thesis relating to Family Trust
succession. In 2000, Daniel completed the Securities
Institute of Australia's Financial Planning and Practice
units with honours.
In Estate
Planning, Daniel is conversant with the latest trends for
Wills, Superannuation and Discretionary Family Trusts. These
emphasise the need for a holistic approach to Estate
Planning, involving input from all advisors to the client.
Continuing exposure to taxation, superannuation and
protection insurance issues is a feature of Daniel's Estate
Planning practice. |
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ADRIAN GREEN
Senior Associate
Adrian joined
Russell Kennedy in November 2006 as a member of our Wills
and Estate Planning team. After his undergraduate Law and
Science degrees at the University of Melbourne, Adrian
completed Masters degrees in Law and Taxation at the same
university. For the last 8 years, Adrian has focused on
matters associated with Wills and Estates; since 2004 Adrian
has been an Accredited Specialist in this practice area.
Adrian’s practice covers
estate planning, Wills, powers of attorney, estate
litigation, probate applications and administering deceased
estates. For those clients with complex financial
arrangements including family trusts and company structures,
Adrian prepares Wills after liaising with the clients'
accountants and financial advisors. |
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FLORENCE WONG
Solicitor
Florence joined Russell Kennedy in 2005 as an Articled Clerk
and is now part of our Wills and Estate Planning team as a
junior lawyer. She has particular experience in Will
drafting, estate administration and litigation.
In addition to her
legal qualifications, Florence has a Bachelor of Science,
majoring in Genetics and is currently undertaking a Masters
of Laws. |
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Copyright 2007 © Russell Kennedy.
The information contained in this publication is intended as
general commentary and should not be regarded as legal
advice. Should you require specific advice on any of the
topics or areas discussed, please contact the author
directly.
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