Experience

• Wills – including complex arrangements for multi-jurisdictional assets, second marriages, inheritance tax mitigation, asset protection, provision for beneficiaries suffering from disabilities, charitable beneficiaries
• Estate administration – including when there is a Will when there is no Will, high value estates, estates including foreign assets and interests in trusts
• Deed of Variation to Wills – allocate interests in estates post death
• Trust creation – both lifetime and in Wills
• Powers of Attorney – including advising Donors and Attorneys, Lasting Powers of Attorney creation and registration of Enduring Powers of Attorney
• Estate Planning – to reduce the incidence of inheritance tax
• Asset Protection – to safeguard assets and skip generations

Recent/Current Cases

• Administration of estate – with interest in other estate
• Dealing with an estate with a manuscript Will written by the deceased when the wording was ambiguous
• An estate where the charity had ceased to exist prior to the deceased’s death and the deceased’s intention was uncertain in regard to another beneficiary
• Estate where a life interest trust terminated on the death of the deceased
• Estate when a Settled Land Act Trust terminates on the death of the deceased
• Will prepared for use in several legal jurisdictions for non-domiciled person (liaising with overseas lawyers)