Your Obligations When Paying Death Benefits as A Trustee
Trustee discretion when paying death benefits may be beneficial where the trustee can make a decision with a fuller understanding…
Ashleigh’s primary focus is private wealth law which encompasses estate and succession planning, estate administration, wealth protection and taxation advice, property structuring, estate litigation and superannuation law.
As a trusted adviser, Ashleigh has expertise in preparing holistic plans for her clients. From assisting clients with advice regarding the structuring of assets at the initial accumulation of wealth phase through to the protection of assets and ultimately distribution of assets at death, Ashleigh works with her clients to create robust, protective and tax effective plans.
Ashleigh creates estate plans that maintain lasting legacies for her clients. Ashleigh counsels her clients in a calm and professional manner and assists them with developing and implementing estate plans that help mitigate risks such as family acrimony and estate contestation. Ashleigh also guides her clients through important tax considerations to better facilitate inter-generational wealth transfers and to assist future generations grow their wealth.
Ashleigh has assisted clients with the implementation of special disability trusts to provide for beneficiaries with severe disabilities, the drafting of bespoke trusts that capacitate the specific tailored needs of her clients and the formalisation of philanthropic objectives through the establishment of charitable trusts. Ashleigh advises clients on matters relating to grants of probate, letters of administration and resealing of foreign grants. She guides her clients through the transition from executor to trustee and provides advice to attorneys and guardians in relation to their duties and obligations.
In 2019, Ashleigh was shortlisted as a finalist in the Lawyers Weekly 30 Under 30 awards in the Financial Services category. She has previously worked in the areas of criminal law, debt recovery and personal injury law. Ashleigh holds a Bachelor of Laws and Bachelor of Science majoring in Psychology from the University of Wollongong and a Graduate Diploma of Legal Practice from the College of Law. She is admitted to practice in the Supreme Court of New South Wales and the High Court of Australia.