Biography
Lisa Barca is a Principal Lawyer and Accredited Specialist within Coleman Greig’s Wills and Estate Planning Team.
Lisa practises in the areas of estate planning, deceased estates, deceased’s disputes and elder abuse. She focuses on servicing the needs of individuals, families, privately owned business entities and private investment structures.
Lisa is professional and personable in her client interactions and goes the extra mile in forming strong and genuine relationships with them.
Lisa understands the complexities which are often associated with the distribution of a person’s estate and this allows her to combine her strong attention to detail with the sensitive approach needed in an often emotionally charged process.
Lisa’s close connection to her grandparents has fuelled her passion in elder law, which includes advocating for vulnerable persons in the community including those with disabilities. Lisa’s greatest achievement in this area, is revoking a financial management order that was in place for over 30 years. Several lawyers prior to Lisa had unsuccessfully attempted to revoke the order.
A fluent Italian speaker, Lisa has the capacity to assist clients from the Italian community with their Wills and Estate Administration matters.
Winner – Wills and Estates ’30 under 30′ Lawyers Weekly Awards 2023
Doyle’s Guide, Recommended Law Firm – Wills, Estates & Succession Planning, 2021 – 2022
Expertise
People like us
“I am passionate about all things wills and estates. My qualifications in finance and law, enable me to develop practical, and effective estate plans, and practical solutions to my client’s legal issues.” - Lisa Barca
- Experience
- Testimonials & Recognition
- Qualifications and Memberships
- Preparation of standard Wills, and wills incorporating trusts including Testamentary Discretionary Trusts, Special Disability Trusts, Accommodation Trusts, and Education Trusts, and rights of occupation.
- Preparation of Enduring Powers of Attorney, Appointments of Enduring Guardian, Memorandums of Wishes and testamentary contracts.
- Advising on superannuation in the context of estate planning, including reviewing superannuation deeds, and binding and non-binding death benefit nominations.
- Simple and complex uncontested Probate applications, and administration of deceased estates.
- Contested Probate applications, including for lack of testamentary capacity.
- Reseal applications.
- Statutory Will applications.
- Family provision claims.
- Assisting Executors with the passing of accounts, as well as claims for Executor's Commission and of their responsibilities and obligations.
- Acting for beneficiaries to ensure the Executor(s) and Trustee(s) of an Estate act in accordance with their obligations.
- Assisting clients with preparing applications, or responses to applications to the Guardianship division of the NSW Civil and Administrative Tribunal, for financial management and/or guardianship orders.
- Assisting clients with applications concerning financial mismanagement by other person(s).
- Applications to the Protective List of the Supreme Court of NSW.
- Advising guardians and attorneys of their fiduciary duties.
- Participates in the Western Sydney University's Lucy Mentoring Program and the NSW Law Society's Graduate Mentoring Program.
- Finalist in 2021/22 STEP (Society of Trust and Estate Practitioners) global Private Client Awards in the category of ‘Young Practitioner of the Year’.
- Recognised as a Rising Star in NSW, Estates and Succession Planning in 2021 by Doyle’s Guide to the Australian Legal Profession.
- The Wills and Estates Team at Coleman Greig Lawyers are recognised as a Recommended Law Firm in NSW, on the 2021 & 2022 Doyle's Guide to the Australian Legal Profession.
- Winner of Senior Associate of the Year - SME Law in Australia, at the Women in Law Awards in November 2022. Finalist in the Women in Law Excellence Award. This Award shortlisted the top 8 women out of the 28.
- Winner of Lawyers Weekly 30 under 30 awards in the Wills & Estates category in June 2023.
- Finalist in 2022/23 STEP (Society of Trust and Estate Practitioners) global Private Client Awards in the category of ‘Young Practitioner of the Year’.
- Selected by STEP Australia to present on the topic titled ‘Succession of Digital Assets on Death or Incapacity’ in the Banco Court, Supreme Court of NSW. The seminar attracted a high calibre audience which included 3 Supreme Court Judges.
Accredited Specialist, Wills & Estates
Bachelor of Laws (Macquarie University)
Bachelor of Commerce, majoring in Finance (Macquarie University)
Graduate Diploma of Legal Practice (College of Law)
Master of Applied Laws (Estate Planning) (College of Law)
Registered Trust and Estate Practitioner - Society of Trust and Estate Practitioners
Law Society of NSW
- Current Events
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