Areas of Expertise

Litigation & Dispute Resolution, Administrative Law, Wills & Estates, Elder Law

Katie has a unique practice comprising succession law, elder law, and regulatory and administrative law.

In the succession law space, Katie is a specialist in estate planning, administration and litigation. She works with her clients and their other trusted advisors to identify her clients’ objectives and to put in place clear and comprehensive estate plans including Wills, testamentary trusts, special disability trusts, Power of Attorney documents and death benefit nominations. Katie also provides practical advice to assist executors, administrators and beneficiaries with the administration of estates.

Katie acts for beneficiaries and estates in relation to all types of estate disputes including claims for provision from estates, claims in relation to the validity of wills and equitable claims. She brings a commercial, solutions-driven approach to dispute resolution. Katie also advises clients in relation to elder law disputes more generally, including on applications for guardianship and financial management orders and suspected elder abuse.

In the regulatory and administrative law space, Katie frequently provides advice and representation in relation to the management, investigation and prosecution of complaints. She also advocates for clients on applications for review of administrative decisions and appeals of decisions including in Tribunals and Courts.

What others say

"Leading Lawyer, Wills & Estates Litigation"
Doyle’s Guide 2021 - 2023
"Leading Lawyer, Wills, Estates & Succession Planning"
Doyle’s Guide 2022

Experience

Trust account misappropriation

Acting for a major regulator in relation to the investigation and prosecution of a complaint concerning misappropriation of money from a trust account, including acting on an application for Special Leave to the High Court of Australia.

Discrimination claim

Representing a top 10 Australian university to defend claims of discrimination arising from decisions made by the university.

Suspected misconduct

Advising an independent statutory authority in relation to the suspected misconduct of staff members.

Trustee appointment

Appointed by the NSW Supreme Court as a trustee for sale of a parcel of rural land in NSW during the course of a dispute by the owners of the land.

Estate dispute

Representing an estate to defend a claim by friends of the deceased for the entire estate comprised of multiple properties to be transferred to them due to representations made by the deceased during their lifetime.

Will provision

Working with a beneficiary of farmland to defend a claim by a relative of the deceased who was seeking a significant portion of the land on the basis that the claimant was not adequately provided for in the deceased’s will.