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Jana Sosner

Senior Associate

Masters of Applied Law (Wills & Estates), (LLM Applied Law), Bachelor of Laws (LLB), Bachelor of Arts (major in Political Science)

  • Private Client
  • Private Client Services
  • Contested Estates and Trusts
  • Estate Planning
  • Probate and Estate Administration

Jana practices primarily in Wills and Estates, Estate Planning and Estate Administration. Jana has over 9 years experience and works closely with her clients and their other advisors to resolve and prevent legal issues and to ensure that the clients’ objectives are achieved.

Experience

  • Advising on and preparing estate planning strategies for individuals, couples and families (both nuclear and blended), those concerned about disabled beneficiaries or family law or bankruptcy risk
  • Advising on intergenerational wealth transfers for nuclear and blended families, high net worth individuals and family groups to ensure wealth is maintained across generations
  • In conjunction with other professionals (accountants, financial and tax advisors etc) advise clients on asset protection and transfer to minimise risk of claims being made
  • Advising on business succession planning
  • Applying for Probate and Letters of Administration in contested and non-contested estates
  • Advising executors, administrators and beneficiaries on challenges to the Wills or claims on a deceased’s estate