Marsh & Maher Richmond Bennison Lawyers

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Annette Templeton

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Annette Templeton

Senior Associate

T: (03) 8518 9303
E: annette@mmrb.com.au

Qualifications

Bachelor of Laws
Bachelor of Arts (Double Major in Psychology and Minor in English)
Graduate Certificate of Corporate Management
Currently undertaking a Diploma of Financial Planning

Principal Areas of Practice

Wills and Estates

Professional Memberships

Law Institute of Victoria (LIV)

Professional Biography

Annette has exclusively practiced in the area of Wills and Estates since 2003 and is also admitted to legal practice in both the Northern Territory and New South Wales.

Prior to joining MMRB Lawyers, Annette was employed by the Financial Ombudsman Service. During this time, she specialised in writing and issuing Recommendation, along with drafting decisions for the Ombudsman in relation to complex Financial Planning disputes and disputes relating to Estate Planning, Estate Management and Trustee services.

Currently Annette is studying a Diploma of Financial Planning, which will further assist her in providing comprehensive Estate Planning advice to her clients.

Annette provides professional advice and assistance in Wills and Estates including:

  • Claims against a deceased’s Estate;
  • Estate planning including the preparation of Wills (incorporating testamentary trusts and Special Disabilities Trusts) and Enduring Powers of Attorney Financial and Medical Treatment;
  • Asset protection including the use of trusts, superannuation and other business structures;
  • Reviewing trust deeds and preparing deeds of variation; and
  • Administration of deceased’s Estates and testamentary trusts.
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