About Lucie
Lucie Marsden joined Estate First Lawyers in 2013 and is a senior associate. Lucie is a senior estate planning lawyer with almost 20 years’ experience in estate planning law. She brings a professional yet empathetic approach to her work which clients appreciate.
Education & Credentials
Lucie was admitted as a solicitor of the Supreme Court in 2001 and has practiced predominantly in the area of estate planning, taxation and trusts throughout her legal career. She is a registered Trust and Estate Practitioner with the international organisation STEP (Society of Trust and Estate Practitioners).
Lucie has a Business degree majoring in Accounting, as well as a Law degree from Queensland University of Technology.
Expertise
Lucie has a strong understanding of financial statements, tax and superannuation issues as they apply to death and incapacity and has advanced experience in estate planning for business and investment structures (companies, self managed super funds and trusts). Lucie provides high-quality estate planning advice to clients for the transfer and protection of their wealth in a tax-effective way, and to ensure that the client’s various business structures align with their estate plan.
She is a team player, and enjoys working in collaboration with accountants, financial planners and other advisors to provide a holistic approach to meeting the client’s estate planning objectives.
Speaking & Presentations
Lucie has presented to Advisors and their clients for many years. Her pleasant manner and practical approach allows her to communicate complex estate planning concepts in a way that both Advisors and clients can readily understand and apply to their situation.
Credentials
- Lawyer
- LL.B.
- BBus (Acc)
- TEP (Registered Trust & Estate Practitioner)
- Member, Qld Law Society
Expertise
- Estate planning (simple to complex)
- Testamentary trusts & protective trusts in Wills
- Enduring powers of attorney & health directives
- Asset protection strategies
- Estate planning for Super (incl SMSFs)
- Estate planning for companies & trusts
- Strategies to minimise the risk of an estate claim
- Blended family strategies
- Advisor training & education
- Client presentations
Testimonial
"Our lawyer, Lucie Marsden, was very professional, provided excellent advice, was extremely patient in answering our many questions and had excellent inter-personal skills. The experience was stress free and almost enjoyable, discussion of Wills and death can never be total enjoyable! In the final analysis, the question you have to ask yourself is, are we confident in the integrity of the legal documents we now hold, as confidence provides peace of mind? We are looking forward to many nights of peaceful sleep, thanks to Estate First Lawyers."
Testimonial
"Lucie was terrific. She clearly was extremely knowledgeable and experienced in her field of practice, she was very professional in her dealings with us and most importantly, she gave us good advice about how to structure our affairs so as to meet our Estate objectives. She made the whole process easy. We feel very confident moving forward as a result of the work she did for us. We can’t speak highly enough about her."
