Peter Holdsworth
B.Bus (Accounting), Grad. Dip. Financial Planning, Dip Law (SAB), Master of Laws
About Peter
Peter was admitted as a solicitor in 1995, after completing a Diploma of Law with the Solicitors Admission Board of NSW. He has practised extensively in the areas of estate planning, estates and trusts.
His background includes roles with trustee companies, a Big Four accounting firm, a mid-size Melbourne-based legal practice and work as a sole practitioner. He has broad experience assisting clients with succession planning, trust structures and the administration of estates of varying complexity.
Before joining the firm, Peter was listed in Doyle's as a leading wills, estates and succession planning lawyer.
Areas of Expertise
Peter provides comprehensive guidance to clients across all aspects of estate planning, estate administration and trust matters.
Estate Planning & Trusts
- Wills and succession planning
- Trust structuring for estate and asset protection
- Planning for blended and complex family situations
- Coordinating estate planning with tax and financial advice
- Enduring powers of attorney & guardianship documents
Estate Administration
- Probate applications
- Letters of administration
- Executor and trustee advice
- Managing and distributing estate assets
- Trust and estate accounting processes
Qualifications & Professional Memberships
Qualifications
- B.Bus (Accounting)
- Graduate Diploma of Financial Planning
- Diploma of Law (SAB)
- Master of Laws (Wills & Estates)
Professional Memberships
- Law Society of New South Wales
- The Tax Institute