Accredited Family Business Australia Adviser
Rosemary Carreras leads the Coleman Greig Estates and Succession team. With over 20 years of practical experience, Rosemary is a highly skilled practitioner, well-respected by her peers, clients and referrers.
Rosemary practices in the areas of estate planning, with a particular focus on complex estate planning for individuals and businesses, and all aspects of estate administration, acting for both executors and beneficiaries.
Substantial expertise and breadth of experience enables Rosemary to provide clear estate planning advice and workable solutions to suit her clients’ own unique circumstances. She is experienced in preparing wills, powers of attorney, appointments of enduring guardian, testamentary trusts and disability trusts, working collaboratively with clients’ financial advisors and accountants to ensure her clients have a comprehensive, practical and tax effective estate plan.
Clients that Rosemary acts for include individuals with blended families, those with vulnerable beneficiaries, the elderly, high net worth individuals and business owners.
She has a particular interest in advising parents of children with special needs and is experienced in preparing wills and associated documents dealing with disability issues. Passionate about educating those with vulnerable beneficiaries to plan for the future, Rosemary has presented on disability issues for organisations such as Northcott Disability Services and St Gabriel’s School.
A popular speaker at in-house and external seminars for accountants and clients, Rosemary receives regular referrals from financial advisors and accountants across Greater Sydney, many of whom have entrusted Rosemary with their own estate planning needs.
Professional and compassionate in her approach, Rosemary is a firm believer in respecting the diversity of the individual, particularly the elderly and those with possible capacity issues. She considers it a privilege to assist her clients in dealing with difficult and sensitive issues, and with planning for the future.
Rosemary also has extensive experience in property and commercial law, including property finance, acquisition and disposal of real property, leasing and other commercial matters, having acted for a variety of corporate entities including various financiers, religious entities and developers, as well as individuals.
Rosemary has a keen interest in the area of self managed superfund lending and is experienced in acting for lenders and borrowers alike in this specialised area of law. With more and more people owning real estate in their self managed superannuation fund, Rosemary’s experience in this space is invaluable in her role as an estate planning and administration lawyer.
Rosemary is a Full Member of STEP (Society of Trust and Estate Practitioners), a global professional association for practitioners who specialise in family inheritance and succession planning. STEP members help families plan for their futures, from drafting a Will to advising on issues concerning international families, protection of the vulnerable, family businesses, philanthropic giving and contested estate litigation. Full STEP members, like Rosemary, are internationally recognised as experts in their field, with proven qualifications and experience.
Rosemary advises both individuals and businesses on succession planning issues, and is an Accredited Advisor with Family Business Australia. Click here to read about Rosemary's experience working as a family business adviser.
For more information you can view some of Rosemary’s videos where she explains Wills & Estate Planning in plain English.