Jim has more than 25 years’ experience in taxation, succession, trusts, estates, and superannuation.
He works closely with the firm’s high wealth clients and their advisory teams to design and document tailored estate plans, leveraging his tax expertise to help clients achieve tax effective structuring and estate planning solutions, including where multi-jurisdictional issues are in play.
Jim is an expert in discretionary trusts and estates, and advises on front-end planning and documentation, as well as trust and estate disputes and litigation. He helps clients to mitigate dispute risk and to resolve disputes when they arise.
An expert in his field, Jim has written and presented numerous technical articles and papers for The Tax Institute, Law Society of Western Australia, and the Society of Trust and Estate Practitioners, including articles with Taxation in Australia, The Tax Specialist, LSWA’s Brief, the STEP Australia Newsletter and the STEP Journal.