Josh Philo joined Estate First Lawyers in 2011 and is a senior associate. Josh has a ‘no fuss’, practical approach and an ability to focus his clients and other people (including family members) on achieving their intended objectives, while balancing competing financial and emotional issues. Josh’s skills ensure that his clients receive a practical, easy to understand and most importantly, a valuable solution to their legal matter.
Education & Credentials
Josh was admitted as a lawyer of the Supreme Court of Queensland in 2007 and also admitted as a solicitor in the High Court of Australia. Josh has been practicing in estate planning law since his admission, and also has experience in commercial and property law. He has practiced exclusively in estate planning law and estate administration law since joining Estate First Lawyers.
Josh holds a Bachelor of Laws from James Cook University and a Graduate Diploma of Legal Practice at the College of Law (Qld). In 2016 Josh completed his Masters of Laws focussing on estate law and commercial law, at the University of Queensland (with Distinction). He is also a member of the Tax Institute.
Josh practices in both estate planning and estate administration. He has a particular interest in providing tax-effective strategies for clients and their beneficiaries. Josh’s experience in commercial law is invaluable in dealing with the estate planning aspects of the taxation of estates, family trusts, partnerships, companies and superannuation funds. He enjoys working in collaboration with accountants, financial planners and other advisors to provide a holistic approach to meeting the client’s estate planning and estate administration objectives.
Speaking & Presentations
Josh has many years’ experience in presenting to and educating clients and Advisors, through face to face inhouse training sessions, large client presentations, and webinars. Josh’s training is practical and relevant, often using case studies so his audience can easily digest information in what is a complex area of law.
- G. Dip. L. Prac.
- Member, Qld Law Society
- Member, Tax Institute
- Estate planning (simple to complex)
- Estate administration (all aspects)
- Testamentary trusts in Wills
- Enduring powers of attorney & health directives
- Asset protection strategies
- Estate planning for Super (incl SMSFs)
- Estate planning for entities
- Strategies to minimise the risk of an estate claim
- Advisor training & education
- Client presentations
"I immediately felt at ease with Josh. Everything was handled well. He explained in an easy to understand way and made sure I was comfortable with his answers."
"Matters were fully explained and thoroughly undertaken by Josh Philo. All aspects of my estate were respected and reflected clearly in the documentation. Nothing was omitted, and everything was covered in fine detail. Josh Philo listened carefully to my wishes and these were professionally reflected in the documentation. The team are very thorough and very professional. I could not have asked for a better team to represent my wishes and estate."
"Josh was extremely helpful. Josh was available to answer queries and explain the complex nature of Estate planning. Greatly appreciate the time taken to help me work through this."