Tran Vuong

Special Counsel
Private Advisory & Estates

“I strive to make what is often a daunting process for clients as seamless and stress free as possible, to achieve their intended outcomes.”

Tran is a private advisor with a particular passion for estate and succession planning whose expertise stems from previous roles in boutique, mid-tier and national firms.

With over a decade of experience in the areas of estate and succession planning, estate administration and general commercial, Tran has represented a plethora of high-net-worth individuals and family groups, business owners, executives and other professionals. 

Her clients value her direct and sensible approach.

 

EXPERTISE

Tran’s expertise includes:

  • drafting wills and enduring powers of attorney;
  • death benefit nominations;
  • memorandum of wishes;
  • business succession planning;
  • grants of probate and letters of administration;
  • deceased estate administration;
  • asset protection;
  • drafting of governance agreements; and
  • trusts.

 

EXPERIENCE

Recent transactions of note include:

  • intergenerational estate and wealth transfer planning for private family groups and blended families;
  • drafting estate planning documents for high-net-worth clients with cross border assets;
    implementation of asset protection strategies for both present and estate planning purposes;
  • preparing and advising on various governance agreements for a range of business sectors;
  • reviewing and advising on various structures and its impact on estate and business succession;
  • obtaining Probate and estate administration for a large family group in NSW with an estate value of over $15M;
  • obtaining Probate and estate administration for private families with extensive asset and share portfolio over $2M;
  • preparing death benefit nominations for members of a family SMSF;
  • unwinding of an asset protection strategy post expiry of a potential estate claim period for a blended family; and
  • regular modernisation of trust deeds for general and succession planning purposes.

 

QUALIFICATIONS

Graduate Diploma of Practical Legal Training (Queensland University of Technology)
Bachelor of laws (Queensland University of Technology)
Bachelor of Business – Management (Queensland University of Technology)