• Lisa Roberts
    Lisa Roberts Senior Solicitor - Commercial & Estate Planning

    Lisa has broad commercial law experience, and specialises in estate planning, business succession planning and asset protection. These skills are a great complement to our team’s expertise, which already includes all areas of commercial, property, and employment law as well as litigation and debt recovery, and wills and probate.

    Lisa has more than 29 years of experience in the legal profession, and has specialised in the dedicated areas of estate planning, business succession and asset protection for over 15 years. There are over 25,000 solicitors in New South Wales and only 75 are accredited as specialists in Wills and Estates. Lisa is one of only four solicitors to hold the accreditation in this particular discipline in Newcastle.

    With such extensive experience, Lisa has a deep understanding of the often intricate laws and processes associated with the inter-generational transfer of wealth, and the related legal areas of taxation, state revenue and stamp duty, superannuation, trusts, and wills and estates.

    As Lisa says, estate planning is more than just making a plan to distribute assets to certain people, it is about protecting your assets now and for generations to come.