Stephen Gray

Consultant
Private Advisory & Estates

“The practical help I can provide for clients is what I find most enjoyable.”

Stephen provides expert advice in family business, asset protection, succession, trusts, professional adviser support, property and estate transactions.

Stephen is passionate about his clients and enjoys being able to assist them with his varied and extensive industry experience. These diverse encounters have seen him at the center of transactions where his long term clients now invite his expertise to provide unique advice and strategy that only he can share. He is committed to delivering value through achieving the best possible outcome above all else.

Stephen’s ability to communicate with empathy and clarity ensures his clients consistently remain loyal and trust him invariably.

 

WHY AJ & CO?

“I am proud of my client relationships and have been keen to ensure they are looked after by a competent team. The young and energetic lawyers at AJ & Co are very adept, possessing the ability and drive to provide efficient legal services for clients accustomed to my level of service. I am appreciating the new team.”

 

EXPERTISE

Stephen’s expertise includes:

  • drafting wills and enduring powers of attorney;
  • drafting testamentary trusts;
  • business succession planning and assistance with dialogue;
  • intra-family loan agreements;
  • challenging unfair wills or contesting a will;
  • estate dispute resolution;
  • deceased estate administration;
  • letters of administration;
  • grant of probate.

 

EXPERIENCE

Recent transactions of note include:

  • many years acting for public and private company developers;
  • structuring windup’s of the Australian operations for large privates vs conglomerates;
  • stamp duty advice and appeals on corporate acquisition and lodgments;
  • preparation of tailored shareholders and unitholders agreements, and buy/sell agreements for numerous successful growth businesses including long term family businesses;
  • advice on tax and stamp duty effective trust arrangements to take place upon death of founder of business or investment structures;
  • ongoing consulting and advice to private and family investment groups including charities
  • compliance issues and efficient turnaround for leasing of major developments;
  • estate planning including dealing with existing trust and company structures to minimise uncertainty and establish binding arrangements as appropriate;
  • creation of team for efficient estate administration, supervision and continuing advice regarding estate issues; and
  • continuing involvement as a client advisor.

 

QUALIFICATIONS

Bachelor of law (University of Queensland)

Admitted as a lawyer of the Supreme Court of Queensland

Admitted as a lawyer of the High Court of Australia