Charlie was admitted as a legal practitioner in 2018 and is a Senior Associate at PGC Legal.
Charlie practises in succession planning, estates and trusts. He advises individuals, families and business owners on the orderly transfer of assets, businesses and control, and represents executors, trustees and beneficiaries when succession arrangements are disputed. Because his practice spans both estate planning and litigation, he drafts with an understanding of how arrangements may later be scrutinised or challenged.
Before joining PGC Legal, Charlie was Associate to the Honourable Justice Besanko of the Federal Court of Australia. He also practised predominantly in commercial litigation and dispute resolution at two international law firms across their Sydney, Hong Kong SAR and London offices. Charlie completed a Master of Laws at the London School of Economics and Political Science in 2022.
Charlie advises and represents clients in relation to:
- Wills and estate planning, including testamentary trust wills, blended families, beneficiaries requiring protection, enduring powers of attorney and advance care directives;
- Succession planning for superannuation, family trusts and companies, including death benefit nominations and the transfer of control between generations;
- Business and professional practice succession, including buy-sell arrangements, shareholder and unitholder agreements, and contingency plans for sole-practitioner health professionals;
- Estate administration, including probate, letters of administration, resealing grants and advice to executors, administrators and trustees;
- Claims against executors for maladministration of estates, including delay, failures to account, improper distributions and other breaches of duty;
- Contested estates, including family provision claims, challenges to will validity, construction and rectification proceedings, and applications to remove executors or trustees;
- Trust and lifetime transaction disputes, including trustee decisions, beneficiary entitlements and information rights, and gifts or asset transfers made before death; and
- Contingency planning and Code of Conduct compliance for Psychologists and other Allied Health professionals, including arrangements continuity of client care, custody of and access to client records, and the orderly sale or wind down of a practice.