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Expertise
Estate Planning & Administration / Personal Affairs / Trusts
Legal Secretaries
Sarah Sheppard
Partner
Experience20+ years
QualificationsBA/LLB (Hons) - Victoria University
Admitted to the bar: 2004
Sarah is a partner in the firm’s private client, trusts and estates team. Sarah has a broad range of property and trust experience acting for families, individuals, and business owners.
A specialist in trust law, Sarah regularly reviews and provides advice on personal asset management plans. She is skilled at complex restructuring, including variation and resettlement of existing trust structures to ensure they are workable over the longer term.
A trusted advisor to her clients, Sarah helps generations with their succession planning. This involves regularly advising clients on other parts of personal estate planning, including preparing wills and enduring powers of attorney, estate administration, and elder law and retirement village contracts.
Relevant Experience & Recent Major Projects
Trust Creation, Structuring and Governance.
Estate, Succession and Wealth Planning.
Testamentary Trusts created by Will.
Asset Restructuring.
Estate Administration including high value Estates.
Retirement Village Transactions.
Residential Care.
Sarah is a partner in the firm’s private client, trusts and estates team. Sarah has a broad range of property and trust experience acting for families, individuals, and business owners.
A specialist in trust law, Sarah regularly reviews and provides advice on personal asset management plans. She is skilled at complex restructuring, including variation and resettlement of existing trust structures to ensure they are workable over the longer term.
A trusted advisor to her clients, Sarah helps generations with their succession planning. This involves regularly advising clients on other parts of personal estate planning, including preparing wills and enduring powers of attorney, estate administration, and elder law and retirement village contracts.
Relevant Experience & Recent Major Projects
Trust Creation, Structuring and Governance.
Estate, Succession and Wealth Planning.
Testamentary Trusts created by Will.
Asset Restructuring.
Estate Administration including high value Estates.
Retirement Village Transactions.
Residential Care.
Expertise
Estate Planning & Administration / Personal Affairs / Trusts
Legal Secretaries
-Interested In Joining Our Team?
We are always looking for the best and brightest minds to expand our team. If that sounds like you, let’s talk.