COMMON SITUATIONS AND ISSUES

Typically we respond to requests by clients, or their accountants, to design a strategy which, when documented by lawyers, passes their personal and business assets to their next generation.
 
All clients have issues so we generally ask them what it is that has brought them to us.
 
We spend a lot of time getting to know the client and family, so we can focus on how best to improve their situation.

The passing on of a client’s values are important to them so we ask questions such as:
 
  • Who do you trust to represent you during your life (whether incapacitated or not) and upon your death?
  • How will your beneficiaries cope with their inheritances?
  • How do you expect your family to operate in the event of your incapacity, disability or death?
Sometimes clients wish to protect their estate from vulnerable beneficiaries, or preserve their estate for specific family members while excluding others. These types of concerns can be alleviated by suitable drafting of the client’s will by their legal advisers.

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