With an extensive background in commercial and property matters, Nicole is well placed to help clients with their business succession and estate planning needs. She recognises the complex relationships between significant assets and family and applies her legal experience to ensure they are secure for the future.

Nicole understands the sensitivities involved succession and estate planning and brings a professional approach to ensuring the wishes of clients are respected and delivered.

I often observe that the grieving process never really commences until a person's Estate is finally wound up or conflicts resolved. Being prepared means less stress and cost for families, and also gives them the closure they need to grieve and move on, allowing them to preserve and focus on the happy memories.

Significant matters

Estate Dispute  –  Brother had acted under Enduring Power of Attorney to withdraw significant amounts of cash from Mother’s bank account during her life.  Pressed for records concerning transactions and missing money which should have formed part of the estate.  Exerted sufficient pressure to see the Attorney repay all proceeds to the Estate.

Restructure of Assets- Assisted client with terminal diagnosis to restructure assets in such a way that saved them from being subject to a claim for further provision by estranged son.  Documented interdependency agreement to ensure adult child deemed dependent and achieve significant tax savings.

Large Construction Business – assisted with the administration of an Estate and provided practical assistance when a key-person died unexpectedly. Advised Executor and company on a range of issues, such as finalising fit-out of a large mixed use development it was contracted to complete, payment of wages and managing day-to-day operation of business, dealing with QBSA Nominee issues, negotiating with financiers to ensure ongoing funding to complete project and liaising with Workcover to ensure business could continue to trade until Estate was finalised.

Bachelor of Laws, University of Queensland

Graduate Diploma of Legal Practice, College of Law

Currently completing Master of Laws specialising in Wills and Estates

Member, Queensland Law Society

  • Business succession planning
  • Estate planning including testamentary trust wills
  • Enduring Powers of Attorney
  • Special Disability Trusts
  • Advice on asset protection for future generations
  • Estate administration
  • Superannuation and Binding Death Benefit Nominations
  • Estate administration (specifically crisis management in business)
  • Estate litigation
Industries
Industries
Events
Events
Publications
Publications

related contacts

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