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Nicole’s extensive background in commercial and property matters enables her to manage the complex relationships between significant assets and family and apply her legal skills to ensure they are secure for the future.
Whether she’s planning for future generations, resolving issues when the unexpected occurs, or sorting out problems left behind, Nicole draws on fifteen years of varied experience. She is known for her lateral thinking and is adept at asking the right questions to build relationships that gain an in depth understanding of her clients and the dynamics underpinning their business succession and estate planning needs.
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“The grieving process never really commences until a person’s Estate is finally wound up or conflicts are resolved. It’s also a time when unknown problems can arise. Solving those problems with care and respect makes the situation less stressful for everyone.”
asset protection for future generations advice
business succession planning
enduring powers of attorney
estate administration (specifically crisis management in business)
estate planning, including testamentary trust wills
special disability trusts
superannuation and binding death benefit nominations
|member, society of trust and estate practitioners (step)|
Nicole’s client was one of four children and Executor of his mother’s Will. His brother was his mother’s Enduring Power of Attorney and during his mother’s life, the brother had withdrawn significant amounts of cash from her bank account without her knowledge. Nicole’s client wanted the records from his brother of transactions and missing money that should have formed part of the Estate but he was not able to provide them. Nicole exerted significant pressure by threatening litigation, which resulted in the brother repaying all proceeds to the Estate. Nicole’s client and his two siblings were then able to divide the Estate equally and finalise the matter.
Nicole assisted a client with a terminal diagnosis restructure her property and superannuation assets to prevent a claim for further provision by her estranged son. The client passed away peacefully just hours after Nicole saw her to advise that the restructure was complete.
Nicole assisted with the administration of an Estate and provided practical assistance when the business owner died unexpectedly. Nicole advised the Executor and company on a range of issues including finalising the fit-out of a large development it was contracted to complete, payment of wages and managing day-to-day operation of the business. She also dealt with matters that arose due to the sudden death, including the construction supervisor nominee issues, ensuring ongoing funding was available to complete the project and liaising with WorkCover to ensure the business could continue to trade until the Estate was finalised. The Executor and the family were relieved to be able to rely on Nicole for guidance in such stressful circumstances.