Profile
Donna is a Partner in Piper Alderman’s Private Client Services practice with significant experience in the area of estate and succession planning, wills and estates.
Her expertise includes advising upon and developing estate and succession plans for individuals and businesses and advice, interpretation and drafting of wills and agreements. Donna also advises directors and trustees on fiduciary and trust issues and business structuring. She has experience advising on self managed superannuation funds, the identification of taxation issues and the administration and contesting of deceased estates.
Donna is a full member of the Society of Trust and Estate Practitioners (STEP), the leading worldwide professional body for practitioners in the field of trusts, estates and related issues. Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates. She is also the Co Deputy Chair of STEP South Australia.
Expertise
Recognition
Accolades
- Doyle’s Guide – Leading Lawyer for Wills, Estates & Succession Planning – SA, 2017 to 2019
- Doyle’s Guide – Recommended Lawyer for Wills & Estates Litigation – SA, 2015 to 2017
Memberships
Insights
03 July 2019
A new dawn for superannuation complaints – Australian Financial Complaints Authority (AFCA)
Read More12 September 2018
Attorneys & Super – can they make a valid Binding Death Benefit Nomination?
Read More16 November 2017
No second bite at cherry for former spouse – Lodin v Lodin overturned on appeal
Read More10 November 2017
Are life insurance policies protected from a deceased person’s post-death tax liabilities?
Read More13 July 2017