Profile
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.
Expertise
Recognition
Accolades
- Doyle’s Guide – Leading Lawyer for Wills, Estates & Succession Planning – SA, 2019
- Doyle’s Guide – Recommended Lawyer for Wills, Estates & Succession Planning – SA, 2017 to 2018
- Doyle’s Guide – Recommended Lawyer for Wills & Estates Litigation – SA, 2015 to 2017
Memberships
- Director, Country Arts Foundation
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