Ashwin Reddy

Ashwin’s practice includes advising families and individuals across a wide range of estate matters, including Wills, trusts, estate planning, applications for probate and estate administration, applications heard by the Guardianship List of VCAT and estate litigation.

Prior to becoming a lawyer, Ashwin worked both as an accountant and financial adviser gaining extensive experience across financial services, tax and accounting. Through this diversity and depth of experience, Ashwin can recognise issues and apply advice in a holistic and suitable manner. This includes being able to navigate through company and trust financial statements and regulatory returns, as well as financial advice incorporating investments and superannuation which may have broader estate planning and asset protection implications for clients. Ashwin’s focus is on providing tailored practical advice that is both cost and tax effective, maximising asset protection and flexibility for clients.

Significant experience

Ashwin’s experience includes:

• Reviewing the succession issues of family businesses to implement strategies to achieve their lifetime and testamentary objectives.
• Reviewing trust and company documents as part of the estate planning process and preparing appropriate documentation such as deeds of variation and letters of
  wishes and/or intentions.
• Estate planning advice which involves a complete review of both personal and financial circumstances (family trusts, businesses, corporations, shareholder and unitholder agreements, overseas assets etc) followed by the implementation of strategies tailored to reflect testamentary objectives.
• The review of superannuation trust deeds (SMSF) to deal with issues of incapacity and death of a member/trustee.
• Drafting and advising on Wills ranging from simple to complex (including those incorporating testamentary discretionary trusts).
• Preparing various powers of attorney, including general, enduring (financial and personal) and enduring (medical treatment).
• Advising on various taxation aspects of Wills and estates.
• Preparation of applications for grants of Probate and Letters of Administration.
• Assisting executors and administrators in administering and finalising deceased estates.
• VCAT applications and disputes in the Guardianship List.
• Litigation for and against persons seeking further provision from a deceased estate under Part IV of the Administration and Probate Act.