Robert has 40 years' experience in private client services, specialising in Wills and Estate Law.
Robert's expertise includes estate planning, drafting of sophisticated wills and other testamentary documents, trust law and intergenerational wealth transfer. Robert also advises on post death issues such as probate, estate administration, and estate disputes. He is a Law Society Accredited Specialist in the areas of Wills and Estate law.
Robert firmly believes that proper estate planning is essential to minimise the chances of problems arising post death. However, where problems do arise Robert has extensive experience in the handling of post death disputes and issues.
Robert was previously a consultant with leading Sydney law firm and was Special Counsel with Australian Executor Trustees Limited (AET) (part of the IOOF group), where he was the manager of the AET national estate planning team of lawyers.
Robert is also a regular speaker on Estate Planning for lawyers, accountants and financial advisors. He is the General Editor of the Estate Planning Service published by LexisNexis and on the editorial panel of the Retirement and Estate Planning Bulletin. He has authored a number of publications, including co-authoring 'Estate Planning – A Practical Guide for Estate and Financial Service Professionals', of which four editions have been published – 2005, 2008, 2011 and 2014.
Areas of expertise
- Estate Planning
- Wills & Estate Law
Qualifications & memberships
- Bachelor of Laws [LLB] University of Sydney (1975)
- Accredited Specialist (Wills & Estate Law) – Law Society of NSW (1998)
- STEP – Member of the Society of Trust and Estate Practitioners