Patrick Robertson
Consultant
Wills & Estates
Patrick provides practical and commercially focused advice to individuals, families and business owners, to ensure they have the right arrangements in place to protect, manage and transition wealth across generations.
Patrick’s expertise extends across a broad range of asset structures, including family businesses, trusts, superannuation and other investment structures and he has significant experience advising high net-worth clients on complex estate planning and succession matters.
Patrick’s approach is to understand the broader commercial and family objectives of each client and develop strategies that are tailored to their circumstances, protect against identified risks and are practical and effective when they are needed.
Patrick believes that collaboration is critical for successful estate planning, and works closely with clients and their financial advisers, accountants and other professional advisers to develop integrated strategies for the preservation and transition of family wealth.
Legal area of expertise
- Strategic estate planning and succession advice for High Net Worth and Ultra High Net Worth clients, families, trusts and business owners;
- Preparation of Wills, including Testamentary Trusts, and other estate planning documents;
- Asset protection and structuring advice, including planning for potential Part IV claims;
- Succession planning for privately owned businesses, including shareholders agreements, buy/sell agreements and inter-family loan arrangements;
- Self-Managed Superannuation Fund compliance and Binding Death Benefit Nominations;
- Powers of Attorney and Medical Treatment Decision Maker appointments;
- Special Disability Trusts and planning for beneficiaries with additional needs;
- Private Ancillary Funds, including acting as a responsible person;
- Estate administration and applications for Grants of Probate and Letters of Administration;
- Complex grants involving defective Wills, testamentary capacity issues, intestacy and disputed estates;
- Acting as executor and independent trustee for inter vivos and testamentary trusts; and
- Estate litigation, including Part IV claims and other succession disputes.
0468 993 337
patrick.robertson@danahermoulton.com.auQualifications
- LLB
- GDLP
