Best Estate Planning Lawyer In Cootamundra
Patrick Barrett
Estate Planning Lawyer
Pat grew up in Wagga Wagga and after spending time studying in Sydney and Armidale returned in 2008
to join Walsh & Blair Lawyers. Pat is part of the commercial team at Walsh & Blair Lawyers and focuses on:-succession planning, wills and estates,commercial law including drafting partnership, shareholder, joint venture and buy/sell agreements, rural, residential and commercial property law including purchases, sales and leases,the purchase and sale of businesses, and advising clients in relation to companies, trusts and superannuation. Pat has a passion for helping clients to achieve the best outcome in any matter in a practical, efficient and cost effective manner. Outside of work Pat, his wife and two young boys enjoy spending time on their farm at Mangoplah where they run a self-replacing Merino operation. Pat also takes part in local tennis, is a board member of Active Farmers, which brings together people in small farming communities through group fitness and Country Hope, which supports country children in their fight against cancer and other life threatening illnesses.
Kathryn Holt
Estate Planning Lawyer
Kathryn is a Senior Associate Lawyer based in our Cootamundra Office.Kathryn has worked in the legal
industry in the Riverina since 1996 and joined Walsh & Blair Lawyers in 2005.Kathryn practices in the areas of criminal law, family law, conveyancing, Wills, Estates, Probate and Consumer Law.Kathryn provides representation at the Local Court in Cootamundra, Temora, Young, Gundagai and Tumut.Kathryn has lived in the Cootamundra community for over 20 years and understands the pressures facing rural families.
Casey OMahony
Estate Planning Lawyer
After first joining Walsh & Blair Lawyers in 2003, Casey was admitted to practice as a Solicitor in
2007.Casey practices in a broad range of areas including conveyancing, succession planning, estates, family provision claims under the Succession Act, commercial law and visa applications. She is a compassionate and dedicated solicitor who strives to achieve the best outcome for her clients.Casey also assists applicants and sponsors with family migration including partner visas and child visas. Immigration is a complex and specialised area of law and one that can have detrimental results for clients who are not properly advised.Outside of work, Casey enjoys spending time in her garden with her husband and two children. She is a member of Women in Business Wagga Wagga and a Graduate of the Australian Institute of Company Directors.
Madeleine Hill
Estate Planning Lawyer
Madeleine grew up on a family farm in Gundagai and always intended to move back to the area following
University. She now lives on her husbands family farm outside of Cootamundra and is based primarily in the firms Cootamundra office. She currently works on a range of matters from commercial, to property, to tax, with her focus being in the commercial team. She works closely with senior members of the commercial team in complex taxation and business succession matters.
Constance Scott
Estate Planning Lawyer
Connie grew up in the heart of Sydney, NSW and after completing her schooling in Sydney travelled to
the University of New England in Armidale to undertake a double degree in Law and Criminology.After obtaining her qualifications and completing her Graduate Diploma of Legal Practice at the College of Law in Sydney, Connie joined the JMA Legal Sydney office. After starting the first part of her working life in Sydney, Connie re-located to Cootamundra to join her now husband who runs a mixed-farming grain and livestock property.
Michaela Schmidt
Estate Planning Lawyer
Michaela spent most of her childhood in Queensland and prior to becoming a lawyer was a member of the
Defence Force. Michaela joined JMA Legal in 2012 and is a senior member of the commercial team with experience in: Wills and estate planning simple wills, power of attorney, guardianship appointments, testamentary trust wills, Succession planning including dealing with complex business structures, discretionary trusts and superannuation, and transfer of properties, Commercial probate matters, Preparing partnership, shareholder and unit holder agreements, Preparing trust and superannuation deeds, Advising on Revenue NSW duty and available exemptions and preparing rulings,Advising on capital gains tax, particularly small business exemptions and preparing rulings,She has expertise in a wide range of commercial matters focusing particularly on business structuring, business succession and personal estate planning including testamentary trusts where necessary, powers of attorney and guardianship appointments.
Jim Main
Estate Planning Lawyer
Jim grew up on a farm west of Cootamundra and, except for time away at boarding school and jackarooing,
has lived there all his life. In his spare time Jim is Chair of Adina Care, a local community owned aged care facility, teaches ethics at the Cootamundra Primary School and does regular presentations about the urgent problem of climate change. For relaxation it is time with family and friends and gardening. Jim was admitted in 1976 and has extensive experience in the following:Complex family and business succession and restructuring, Estate planning including complex wills, testamentary trusts and superannuation, Capital gains tax advice with a focus on the small business exemptions, Complex probates, Revenue NSW duty and available exemptions, Advising on trusts, companies, partnerships and superannuation, Dealing with the transfer of property out of various entities with an emphasis on capital gains tax, transfer duty and division 7A In the area of complex tax Jim has provided technical advice to accountants, lawyers and clients around NSW and ACT for many years.
Jason Goode
Estate Planning Lawyer
Jason commenced working with Farrell, Goode & McRae in 1985 whilst studying Law as an external student
from Macquarie University. He became a Solicitor and was admitted to the Supreme Court of NSW and the High court of Australia in 1991. He was admitted to the High Court of New Zealand in 2011.In 2019 Jason completed his Masters of Laws majoring in Wills & Estates and Succession planning.Jason has a strong affinity to the Wills, Estates and Succession planning area and works together with his clients to ensure that the plan is tax effective and will be implemented exactly how the client intended. He has been a member of the Law Society of NSW Elder Law, Succession and capacity committee, and the Rural issues Committee.
Mitchell Flakelar
Estate Planning Lawyer
Mitchell joined the firm in 2007 after completing his HSC. He then commenced his legal studies through
the Legal Professional Admission Board in 2008 whilst continuing to work full time. He was admitted as a Solicitor in the Supreme Court of New South Wales in 2013 after completing his Diploma in Law.Mitchell became a Solicitor Director of the firm in 2018.Mitchell was born and raised in Temora and maintains a country perspective towards legal practice. His goal is to provide quality legal services to all clients focusing on their rural needs.Mitchells experience covers a wide area of practice with the view to helping all clients with their legal needs. This includes conveyancing, wills, estates, enduring powers of attorney, appointments of enduring guardian, leases, family law, local court matters focusing primarily on traffic matters, and various other practice areas.
If you find yourself to be in a situation where finding the Best Estate Planning Lawyer in Cootamundra gets difficult, then we are here to help you out with this. Below is a list of the Best Estate Planning Lawyer in Cootamundra. To help you find the Best Estate Planning Law Cootamundra located near to you, we put together our own list based on Client reviews.
Estate Planning Law
An estate planning attorney specializes in inheritance law issues. He will advise you on care decrees and power of attorney and support you in drawing up company or gift agreements. The experienced lawyer always has an eye on tax law aspects. He provides you with legal protection and makes a decisive contribution to avoiding future conflicts and costly proceedings.
The dispute over the inheritance often tears whole families apart. In many cases, a house is the cause of the inheritance dispute. The problem is the so-called community of heirs who have to agree on what should happen to the house. In the event of an inheritance dispute, a qualified lawyer should be consulted. When planning an estate, the client informs his lawyer or his bank about all assets that are currently or at the desired time affected by an asset transfer. Negative values, such as open bank loans, other debts, guarantees, etc. must also be taken into account.
Estate planning also includes:
- Determination of a possible executor
- Power of attorney
- Deposit of the will in the German Chamber of Wills Register of the Chamber of Notaries
- Funeral care contract with a funeral home
- Design of the obituary notice in the newspaper
- Organization of the funeral (cremation, church accompaniment)
- Information about life insurance, death insurance, bank accounts (abroad), assets, company participation, safe deposit box, real estate ownership, liabilities.
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