Mr James Whiley
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Level 9,
60 Castlereagh Street
Sydney
NSW
2000
Australia

Email: [email protected]
Telephone: +61 2 8267 3275
Website: www.hallandwilcox.com.au
Practice Areas: Civil-law planning (incl foundations), Contentious trusts and estates, Cross-border estates, Dispute resolution, Elderly and vulnerable clients, Estate planning/administration, Family business, Philanthropy, Tax, Trust planning/administration, Wills and probate
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Profession:
Lawyer/Solicitor/Attorney
STEP Qualifications:
STEP Advanced Certificate in Trust Disputes, STEP Diploma in Trusts and Estates - England & Wales
Firm:
Hall & Wilcox
Branch/Chapter:
STEP New South Wales
Committees:
New South Wales Branch Committee
Special Interest Groups:
Business Families | Contentious Trusts and Estates | Cross-Border Estates
Biography:

Since being admitted as a solicitor in England in September 2008 and in New South Wales in 2015, I have specialised in estate and succession planning for ultra-high and high net worth clients.  I guide clients through the difficult process of ensuring that their estate and succession planning affairs are dealt with comprehensively and compassionately to achieve their intentions in relation to their private wealth, or their business, or both.  I also specialise in trust and estate disputes, which I find very interesting and enjoy trying to resolve.

I gain great satisfaction from carefully listening to clients, considering all the issues and trying to understand them on a deeper personal level to achieve their intentions.  I then create a bespoke strategy for the client and their family. This may involve a combination of trusts, Wills, a family constitution and other documents.  However, it ensures that their wealth passes smoothly, makes a real difference to successful family dynamics and assists in the continued success of any family business which they may own.

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