www.epeq.com.au

Contact us

Allan Swan
Director
allan.swan@epeq.com.au

Karen Ho
Lawyer
karen.ho@epeq.com.au

Naomi Swan
Law Clerk
naomi.swan@epeq.com.au

 

Estate Planning Equation Preventative Law

Level 13, 200 Queen St,
Melbourne Vic 3000
+613 8600 6906

 

Our People

Allan Swan Allan Swan

Lawyer

Throughout his working career, Allan Swan has focused on the legal aspects of Asset and Wealth Management for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control.  Allan's particular focus is working to pre-empt problems that may occur in the future, whether those problems might be taxation, business risk, family dispute or vulnerability.  Allan's role has been first as a legal practitioner and second as a presenter, trainer and author in his fields of practice. 

Read more...

Karen HoKaren Ho

Lawyer

As a lawyer of Estate Planning Equation – Preventative Law, Karen Ho is committed to helping her clients achieve their personal objectives by considering the legal aspects of family disputes, superannuation, asset protection and bankruptcy. 

Karen enjoys building relationships with clients and finding her niche in Estate Planning and Preventative Law.

Karen works closely with private clients and their accountants, financial advisors and legal practitioners to ensure that their estate planning is well-thought-out, whereby her key areas of experience in Estate Planning and Preventative Law include:

  • Asset Protection;
  • Estate Planning;
  • Related-party Conveyancing;
  • Superannuation; and
  • Trusts.

Karen holds bachelor degrees in Law and Arts from Victoria University.

Naomi SwanNaomi Swan

Law Clerk

As a law clerk, Naomi Swan has the responsibility for preparing the first drafts of many of the documents produced by the firm and is also a primary contact for referrers and clients.  Prior to joining the firm, Naomi was a training co-ordinator for TGI Fridays, responsible for much of the training associated with the opening of restaurants in Victoria and South Australia.