Rosemary is a skilled and respected estate planning and administration lawyer with over 20 years of experience in this area of law.

Her expertise and depth of experience enable Rosemary to provide clear estate planning advice and workable solutions to suit each client’s own unique circumstances. She also works collaboratively with clients’ financial advisors and accountants to ensure her clients have a comprehensive, practical and tax effective estate plan.

Highly regarded for her professional and compassionate approach, Rosemary understands that preparing a Will is also about providing peace of mind. When working with clients, she pays attention to family dynamics and each client’s individual circumstances. By understanding the relationships within a family, she’s able to help clients implement plans that minimise the risk of conflicts in the future.

It’s enormously satisfying being trusted by clients to help with issues that are deeply personal”.

A key area of Rosemary’s focus is family inheritance and succession planning. She is a Full Member of the Society of Trust and Estate Practitioners (internationally recognised experts with proven qualifications and experience in these areas). She is also an Accredited Advisor with Family Business Australia.

Rosemary also has a special interest in helping families with children who have special needs. It’s a unique area she has personal experience in having seen how concerned her grandparents were to plan for the future of one of their children (Rosemary’s aunt) who had special needs.

You need to have empathy and an ability to think outside the box when working with families with special needs children. Drawing on my own family’s experience I’m able to offer solutions that provide confidence that these children will be looked after.”

Passionate about educating those with vulnerable beneficiaries to plan for the future, Rosemary has presented widely on disability issues, including for organisations such as Northcott Disability Services and St Gabriel’s School.

Rosemary acts for a broad range of clients, including high net worth individuals and business owners. She receives regular referrals from financial advisors and accountants across Greater Sydney, many of whom have entrusted Rosemary with their own estate planning needs.

Rosemary additionally has a keen interest in the area of self-managed superfund lending and is experienced in acting for lenders and borrowers alike in this specialised area of law. With more and more people owning real estate in their self-managed superannuation fund, Rosemary’s experience in this space is invaluable in her role as an estate planning and administration lawyer.

Her estate planning practice also benefits from the work she did, for a decade earlier in her career, as a property finance lawyer, preparing documentation for lenders of commercial facilities, construction facilities, franchise lending, lines of credit, fixed rate loans, syndicated loans and Code regulated loans.

Rosemary is a former Principal Lawyer and Head of Estates at Coleman Greig Lawyers.

She is also a Notary Public in NSW.