Your Testamentary Trust Will and Surcharge Duty and Tax The State Revenue Legislation Further Amendment Act 2020 (NSW) (“the Act”) was assented to on 24 June 2020. The Act has implications for the trustees of Testamentary Trust Wills. The Act provides that if a Trustee of a Discretionary Trust (including testamentary trusts) is taken to be a
Rebecca has advanced knowledge of Estate Planning which she applies to develop bespoke Estate Planning strategies that protect assets and enable effective tax planning.
Rebecca is a passionate Estate Planning and Estate Litigation Lawyer. She assists separated individuals and families with the timely execution of essential Estate Planning strategies and represents both claimants and Executors of deceased estates in relation to Family Provision Claims in the Supreme Court.
Rebecca is a key member of Delaney Roberts Family Lawyers’Wills & Estate services team. She works closely with clients in relation to their Estate Planning needs as well as assisting clients after the death of a family member or friend. Rebecca is committed to providing a quality and efficient service to her clients.
Rebecca has a strong commitment to delivering a quality legal service whilst maintaining optimum efficiency in a caring and compassionate manner.
Who Rebecca Works With
Rebecca works with Accountants, Financial Planners and Mortgage Brokers in order to provide a considered service to her clients.
Rebecca likes to provide advice to clients in a way that they can easily understand. Rebecca uses a friendly personable approach to assess and identify areas that may pose a risk in the future, and provides clients with advice on how they can minimise those risks. Rebecca assists clients dealing with the death of a loved one to navigate the Court process of dealing with an Estate and the administration of Estates generally whether that administration is straight forward or complex and contentious
Rebecca completed a Bachelor of Laws (Hons) in the UK and completed the Legal Profession Admission Board’s Diploma in Law for overseas-qualified lawyers and was admitted to the Supreme Court of NSW. Rebecca is currently completing a Masters in Wills & Estates and Estate Planning.
In her spare time Rebecca enjoys quality time with her young children as well as standup paddle boarding, going to the gym and socialising with family and friends.