Claire Williamson is a Special Counsel at McCabe Curwood specialising in estate and succession planning. Claire provides holistic and practical advice to our clients on strategies that will pass their wealth to their beneficiaries in a considered and tax effective manner.
Claire has experience in advising small business owners, investors, professionals and large family groups in estate and succession planning strategies for the purpose of preserving wealth for future generations. Her advice considers estate and non-estate assets, including treatment of assets held in superannuation, trusts and corporate entities, and appropriate mechanisms to ensure total wealth passes as intended.
Claire’s expertise includes advising clients with complex financial structures and clients with personal circumstances that require bespoke solutions. She works with clients and their advisors to understand the complete picture and the client’s specific objectives. Claire’s experience, strong technical ability in trust and succession law and her commitment to assisting her clients to meet their objectives results in customised and comprehensive solutions.
Testamentary trusts for asset protection and the tax effective transfer of wealth, that take advantage of stamp duty, capital gains tax and land tax concessions available to deceased estates
Strategies to protect an estate from a family provision claim including asset restructuring, granting rights of residence, establishing capital protected trusts and preparing evidence of the testator’s reasons for making certain provisions
Provision for vulnerable beneficiaries including the establishment of special disability trusts, protective trusts and guardianship arrangements for minor children
Documentation of family agreements on the management of family entities by the next generation including by way of a Deed of Family Arrangement, Shareholder Agreement or Partnership Agreement
Trust deeds, interpretation of trustee powers and trust disputes
Advice and death benefit nominations for superannuation interests
Planning for incapacity through the appointment of appropriate Enduring Powers of Attorney and appointments of Enduring Guardians
Applications for probate and administration of deceased estates
Juris Doctor (UNSW)
Bachelor of Business (UTS)
Member of the Law Society of New South Wales
Associate of the Society of Trust and Estate Practitioners (STEP)
Associate of The Tax Institute