Dylan Heffernan

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Dylan Heffernan

Associate

About Dylan

Dylan joined McCabe Curwood in 2016 and has been an Associate in the firm’s Private Clients practice group since 2018.

He advises individuals and families in relation to a broad range of private law issues but specialises in the area of trusts and estates. He is currently working towards a Master of Laws (Applied Law) with a specialisation in Wills & Estates, which he expects to complete in 2021.

Dylan’s expertise includes developing and implementing estate and succession planning structures for clients, usually in consultation with other trusted advisors such as financial planners and accountants. He understands that proper estate planning often requires more than a simple will and he regularly advises clients in relation to how to ensure that assets held through superannuation, corporate entities and trusts can be passed as intended.

Dylan also regularly advises clients in relation to the administration of deceased estates as well as implementing appropriate asset protection strategies and structures. He is experienced in working to resolve estate and trust disputes, including disputes about the validity of wills and claims by estate beneficiaries that they have not been adequately provided for.


Expertise

Drafting simple and complex wills and incapacity documents

Advising on superannuation death benefit nominations and passing control of self-managed funds

Establishing and amending trusts

Advising in relation to passing control of family trusts and businesses

Asset protection strategies and structures

Business succession and structuring

Reviewing and amending company constitutions

Loan agreements and mortgages

Administration of deceased estates

Deeds of family arrangement and family constitutions

Estate and trust dispute resolution

Private ancillary funds and charitable trusts

Qualifications & Associations

Currently working towards Master of Laws (Applied Law) specialising in Wills & Estates

Bachelor of Laws (Honours – First Class)

Bachelor of Commerce

Bachelor of Science (Psychology)

Member of the Law Society of New South Wales

Contact Dylan

Email Dylan

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