We understand that estate planning can be a daunting concept and one that many Australians put off until too late. Ensuring your estate is properly managed is a vital part of your whole financial plan as it guarantees that your wishes for your assets are correctly managed once you can no longer continue to govern them yourself. Our accessible and complete approach to your estate planning ensures all estate and non-estate assets are considered maximising the assets passed on to your beneficiaries. Most importantly it provides peace of mind to you knowing your assets will go exactly where you want them to.
WE ASSIST WITH ALL ASPECTS OF YOUR ESTATE PLAN INCLUDING:
HAVE YOU ASKED YOURSELF:
Our team have a wealth of experience and knowledge across the entire estate planning process and share the responsibility of achieving your objectives and wishes.
Senior Associate Commercial & Estate Planning
Lana Black is a Senior Associate at Osborn Law.
With a Masters in Wills and Estates and over a decade’s experience specialising in this area, Lana heads up our Wills and Estates team.
Lana’s practice is primarily focused on estate planning and commercial structuring arrangements, along with deceased estates.
Lana is passionate about providing practical advice to clients and looks to ensure her clients’ affairs are appropriately structured both in their lifetimes and after their death.
Lana believes effective estate planning is as much about preserving relationships among family members, as it is about transitioning wealth. Lana enjoys getting to know her clients on a personal level – understanding their family, their asset structure, business needs and their priorities. There is no “one–size–fits–all” approach to this area and the strategies we use very much depend on the priorities of clients and the risks they are comfortable/uncomfortable with.
Lana also has extensive experience in the administration of deceased estates, including advising both executors and beneficiaries in a wide variety of estate matters such as family provision claims; questions of capacity; questions of informal wills; taxation; duties and responsibilities of executors/administrators; and general administration of estates.
Stemming from her background in wills and estates, Lana is responsible for dealing with the establishment, amendment and vesting of trusts for Osborn Law clients. Lana is also experienced in advising clients in relation to associated asset protection and structuring and works closely with Osborn Law’s commercial team when looking at clients’ commercial structuring arrangements and business succession planning.
Lana is a Committee Member for the Bean Counters Ball, an annual fundraiser held to support underprivileged youth and their education pathways. Lana is also regularly involved in other charity initiatives including managing Osborn Law’s involvement with Westpac Rescue Helicopter’s Wills Week and coordinating our Red Nose Day fundraising.
Lana is a member of Newcastle Law Society, Hunter Young Professionals and Hunter Business Women’s Network.