testamentarytrusts.com.au Open in urlscan Pro
182.50.132.242  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Get on the path to results today.




TESTAMENTARY TRUSTS & ESTATE PLANNING - CONSULTING & COACHING

Testamentary Trusts & estate planning - consulting & coachingTestamentary Trusts
& estate planning - consulting & coachingTestamentary Trusts & estate planning -
consulting & coaching
 * Home
 * Contact Me
 * More
   * Home
   * Contact Me


TESTAMENTARY TRUSTS & ESTATE PLANNING - CONSULTING & COACHING

Testamentary Trusts & estate planning - consulting & coachingTestamentary Trusts
& estate planning - consulting & coachingTestamentary Trusts & estate planning -
consulting & coaching

 * Home
 * Contact Me




AUSTRALIA'S LEADING TESTAMENTARY TRUSTS LAWYER AND AUTHOR

Australia's leading testamentary trusts lawyer and authorAustralia's leading
testamentary trusts lawyer and authorAustralia's leading testamentary trusts
lawyer and author
Free Consultation


AUSTRALIA'S LEADING TESTAMENTARY TRUSTS LAWYER AND AUTHOR

Australia's leading testamentary trusts lawyer and authorAustralia's leading
testamentary trusts lawyer and authorAustralia's leading testamentary trusts
lawyer and author
Free Consultation


ESTATE PLANNING CONSULTING AND TRAINING SERVICES

WHO AM I?




I am one of Australia's leading practitioners on testamentary trusts. With over
11 years experience as a practitioner in wills and estates, superannuation and
tax law, I have managed the delivery of estate planning services for ASX listed
financial services firms, banks and multi city law firms. My latest role, is as
the managing director of Clear Law, a multi-city specialist estate planning, tax
and superannuation law firm that I founded.




I have a Bachelor of Commerce from the University of Wollongong, a Juris Doctor
from the Australian National University and a Masters of Tax from the University
of Sydney.




As the author of the only dedicated text on testamentary trusts and advanced
estate planning strategies, Testamentary Trusts: The Australian Master Guide
(3rd Edition, Lexis Nexis 2021), I work with accountants, financial planners and
other lawyers on the delivery of estate planning services.




WHAT SERVICES CAN I PROVIDE?




Precedents 

I provide expert precedents on estate planning and variation precedents to cover
a range of different client scenarios and strategies. I can also work with you
on the development of advice documents and  customised precedents or review
complex drafting arrangements and advices.




Coaching & Mentoring

I provide one on one coaching and mentoring services to select legal
practitioners  and financial planners looking to develop their wills and estates
expertise. This can include technical training sessions, how to structure client
interviews, mock client meetings, how to explain testamentary trusts and how to
advise on advanced estate planning strategies.




HOW CAN I HELP YOU?

I wrote Testamentary Trusts: The Australian Master Guide with the mission of
ensuring that clients could access high quality estate planning advice in a cost
effective manner.




If you are a financial planner or accountant I can work with you to integrate
estate planning services seamlessly into your offering. Retain your existing
clients and win more clients by providing holistic advice.




If you are a lawyer, I can work with you on how to deliver high end estate
planning services to your clients to improve service deliver, technical
capability and revenue generation.







NO FANCY MARKETING, JUST ACCESS TO EXPERT RESOURCES

My full time role is as the managing director of a specialist estate planning
and tax law firm so the resources, coaching and mentoring service is practical
focused and is based on real-world experience and application.




There are no fancy marketing or glossy brochures, just access to leading
precedents and one on one training and mentoring from one of Australia's leading
testamentary trust experts.




GET STARTED TODAY

Contact me for a free phone or zoom consultation or quote for the purchase of
precedents or a mentoring and coaching program


TAILORED SERVICES FOR YOU

AUTHORITIVE PRECEDENTS

ADVICE ON COMPLEX MATTERS

ADVICE ON COMPLEX MATTERS

Access word versions of comprehensive testamentary trust precedents drafted by
experts in their area and compatible in all Australian jurisdictions

ADVICE ON COMPLEX MATTERS

ADVICE ON COMPLEX MATTERS

ADVICE ON COMPLEX MATTERS

I can help you develop strategies on complex client matters and draft precedents
to achieve particular outcomes or just review and settle your advices and
documents whilst you build your confidence

MENTORING & COACHING

ADVICE ON COMPLEX MATTERS

MENTORING & COACHING

Receive one on one mentoring and coaching tailored to your needs. Whether you
are new to estate planning or have years of experience, I can assist you develop
and build your practice and knowledge

--------------------------------------------------------------------------------

Copyright © 2021 Aeon Legal Pty Ltd - All Rights Reserved.

THIS WEBSITE USES COOKIES.

We use cookies to analyze website traffic and optimize your website experience.
By accepting our use of cookies, your data will be aggregated with all other
user data.

Accept