Lisa Berte
With a wealth of experience and a meticulous approach to estate planning and administration, Lisa is a trusted advisor to individuals, families, and businesses navigating complex succession matters.
Lisa is known for her personable and client-focused approach. She is dedicated to delivering tailored solutions that align with her clients’ unique circumstances and objectives. Her ability to simplify complex legal issues and provide clear, strategic advice makes her an invaluable ally in estate matters.
She is a highly regarded lawyer and, as a Law Institute of Victoria Accredited Specialist in Wills and Estates, provides clients with enormous value and insight into complex family matters. As a member of the prestigious Society of Trusts and Estates Practitioners (STEP), an international professional association dedicated to upholding the highest standards in estate planning, trusts and wealth management worldwide, Lisa demonstrates her deep expertise in intricate estate and succession matters.
Lisa is a member of the Law Institute of Victoria, the Victorian Women Lawyers Association and and the Australian Women Lawyers Association. She has also been recently elected to the Law Institute of Victoria’s Succession Law Committee, where she contributes to the development and evolution of Victoria’s succession laws.
Lisa has co-authored the sole Australian contributor to the Mondaq Private Client Comparative Guide, solidifying Kalus Kenny Intelex’s place as leaders in Private Clients Law in Australia. This guide considers the latest updates and trends, in addition to vital information around tax, trusts and foundations, same-sex marriages, civil unions, succession, capacity and power of attorney, and immigration.
Areas of expertise
- Succession planning
- Estate administration
- Complex estate matters
- Estate disputes
- Guardianship and Administration
