Andrew spent approximately ten years practising in Bermuda, where much of his work involved advising individuals with assets in multiple jurisdictions including the United Kingdom, Europe, the Americas, the Middle East and Asia.

He utilises his international experience and contacts to provide bespoke solutions that assist his clients in achieving the best outcome for their matter.

Significant experience

  • Working with the taxation and commercial team in the regular review of succession issues for family businesses and implementing strategies to achieve the clients’ lifetime and testamentary objectives.
  • Representing an estate in complex estate litigation which involved questions of marital and de facto status, immigration and whether a Will signed a number of months before the marriage was made in contemplation of marriage, ultimately resulting in a Grant of probate of the Will.
  • Acting for a high net worth client with a disability, to obtain tailored VCAT administration orders to resume partial control of her estate.
  • Expeditious management of potential claims in relation to the validity of a Will and challenging the estate distribution by way of a structured pre-litigation letter, resulting in immediate settlement of all outstanding issues.
  • Providing estate planning, estate administration and succession and tax advice to high net worth individuals in Bermuda.
  • Applications for further provision from a deceased estate under Part IV of the Administration and Probate Act.
  • Contesting and defending matters concerning the validity of Wills.
  • Applications for Administration and Guardianship of persons with disabilities.
  • Estate planning, advice and implementation.
  • Drafting Wills, ranging from simple to complex, including Testamentary Trusts.
  • Preparing Powers of Attorney including Enduring (Financial), Enduring (Personal) and Enduring (Medical Treatment) and General.
  • Reviewing corporate and trust documents and control structures.
  • Reviewing superannuation trust deeds and advising on superannuation death benefits.
  • Preparing associated documentation including deeds of variation, agreements and letters of wishes.
  • Estate Administration ranging from modest to in excess of USD 1 billion.

Qualifications

Bachelor of Laws,
University of Melbourne

Memberships

Law Institute of Victoria

Society of Trust & Estate Practitioners (STEP) Australia

Andrew works with