Joel Whale

AREAS OF EXPERTISE

Will and Estate Disputes; Estate Administration; Trust Disputes; Estate Planning

AWARDS

• Private Client Global Elite, Rising Leader, 2023
• Chambers and Partners, High Net Worth Guide, Australia, Private Wealth Law, Ranked Firm, Band 1, 2019–2023
• Chambers and Partners, High Net Worth Guide, Australia, Family Offices & Funds Structuring, Ranked Firm, Band 1, 2023

QUALIFICATIONS

• Bachelor of International Studies / Bachelor of Laws – University of New South Wales
• Master of Business Administration (Finance) (with Excellence) – Australian Graduate School of Management
• Full member of STEP (Society of Trust and Estate Practitioners)
• Admitted to practice in New South Wales
• Registered Practitioner of the High Court of Australia

SELECTED REPRESENTATIONS

• Advising individuals in relation to family trust and estate disputes, including family provision claims in the Supreme Court of New South Wales.
• Advising on probate disputes in the Supreme Court of New South Wales involving Will rectification, testamentary capacity, and knowledge and approval claims.
• Advising on the removal of executors, applications for Court appointed administrators, and grants involving lost Wills.
• Acting as independent administrator on contested claims involving deceased estates.
• Advising on Court applications to release rights to a family provision claim against the estate.
• Advising on Court applications to vary trust deeds.
• Advising a partnership on a trustee claim in relation to a high value trust which owed investors approximately $130 million.
• Advising a trustee in defence of Federal Court proceedings in relation to withholding interest accrued on beneficiary funds.
• Advising a professional advisor in relation to a multiparty dispute involving the tax liability of a high net worth individual.
• Advising on numerous bespoke buy/sell agreements, family agreements, and succession planning company constitutions, as part of asset protection for clients.