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Contemporary cross-border issues with trusts and estates paper

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Published on 18 Oct 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers a focus on contemporary issues affecting existing entities and succession planning.

Author profile

Sally Bruce
Sally is a Partner with Jackson McDonald Lawyers. She has over 20 years' experience in Estate Planning and works closely with clients to develop tailored plans, including multi-generational solutions for the firm's high net worth clients. Sally's estate planning practice is complemented by her work in the field of estate litigation. Sally has been involved in numerous family provision claims and solemn form probate matters. Her experience in this area helps her to identify potential pitfalls at the planning stage and minimise the risk of a challenge. Apart from Estate Planning and Estate Litigation, Sally also practises in the areas of Trusts, Deceased Estates and Guardianship and Administration. Sally is a member of the Law Society of WA and the Society of Trust and Estate Practitioners. She is the Deputy Chair of the Elder Law & Succession Committee of the Law Society of WA. - Current at 13 August 2021
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