Summary

Rod is a leading succession and trusts practitioner in Piper Alderman’s Private Client Services team. His expertise includes advising on trust law, including charitable trusts and foundations, will trusts, self-managed superannuation funds (SMSFs) and trust related corporate, property and commercial issues. For more than two decades he has advised family businesses on succession strategies and related dispute resolution. Rod regularly represents trust beneficiaries and institutional and individual trustees upon fiduciary duties, trust administration and is an experienced advocate in complex family inheritance disputes and contested wills and trust estates. He regularly appears in the Supreme Court in those disputes. His experience is recognised by his full membership of the international Society of Trust & Estate Practitioners (STEP). His expertise to advise on SMSFs is recognised by his accreditation as a SMSF Specialist Advisor (SAA)TM by the SMSF Association of Australia. Since 2022, Rod has been recognised by The Best Lawyers in Australia­­­­­ for his work in Wealth Management / Succession Planning Practice.