Adam is an accomplished estate planning solicitor who specialises in developing sophisticated estate plans for clients with complex assets and complicated family situations.
Adam has been at Keypoint Law since the firm launched in 2014. He graduated with honours in law from the University of Sydney and was admitted as a solicitor in 2014.
Adam prepares comprehensive estate plans for his clients that include: sophisticated Wills incorporating testamentary trusts, enduring powers of attorney, appointments of enduring guardian, and superannuation death benefit nominations.
Adam understands that a significant number of his clients hold their wealth in structures such as family trusts and private companies. When preparing an estate plan, Adam will ensure that control of these structures will pass smoothly to the next-generation. He can also advise clients about business succession strategies that deal with voluntary exits (retirement) and involuntary exits (death and incapacity) from their business.
Adam’s practice also includes litigation, corporate and commercial law, and intellectual property. Adam is currently completing his Masters of Applied Law (Estate Planning).
Adam has negotiated a financing contract for a deal worth $750 million; advised on compliance with Australia’s complex financial services and credit legislation; assisted with structuring venture capital investment funds (ESVCLP); and advised fin-tech start-ups on compliance with APRA and ASIC regulations;
Adam is experienced in drafting sophisticated wills incorporating testamentary trusts for high-net wealth clients (including clients with personal wealth exceeding $100 million); regularly advises on and amends family trust deeds and self-managed trust; has established Private Ancillary Funds for high-net wealth clients; and handles probate and administration matters;
Adam has been involved in merger and acquisition matters, including complex transactions involving valuable licences; and is experienced drafting and reviewing services agreements for clients in healthcare, financial services, and recruitment industries;
Adam has been involved in litigation matters concerning diverse areas of law including trust law, employment law, guardianship disputes, and family provision claims; and has written submissions for matters in the Federal Court of Australia and in the Federal Circuit Court;
Adam regularly advises on and prepares trade mark registration applications, and has negotiated with ASIC and owners of conflicting trade marks to get contested applications across the line; and
Adam has prepared privacy policies for businesses who handle sensitive information and has advised on complex Privacy Act issues.