Wills, Trusts, Probate & Estate Planning
solicitors since 1896
Wills, Trusts, Probate & Estate Planning
We pride ourselves on being able to deal quickly and efficiently with what are essentially complex, highly personal and uniquely sensitive matters for our clients. Our success is also due in part to the interdisciplinary approach we take. We work closely with our corporate, property and dispute resolution teams, when necessary, to ensure our client’s goals are achieved. We also work with accountants, stockbrokers and financial advisors to ensure the best results for transferring client’s wealth to succeeding generations.
Our expertise covers: • • • • • • •
Wills Trusts Estate Planning for individuals and businesses Administration of estates Enduring Powers of Attorney Office of Care and Protection matters Dealing with wills disputes and claims arising out of estates
Wills
Administration of estates
Without a Will your estate will pass in accordance with the Rules of Intestacy which prescribes the order of persons entitled to your estate and this excludes your partner if you are not married or in a civil partnership. Using our specialist knowledge we can prepare a suitable Will to ensure your wishes are carried out.
At what is always a very difficult time, we aim to provide an efficient and sympathetic service in relation to the administration of an estate, from initial advice through to the completion of the administration.
Trusts We can advise on the creation, administration and termination of trusts and the use of trusts in estate planning. We deal with a full range of trusts – discretionary, life interest, trusts for the disabled and trusts for minors. We advise and assist trustees, settlors and beneficiaries in the ongoing administration of trusts to ensure that the objectives of the trust continue to be met.
Estate Planning for individuals and businesses We take a straightforward and sensible approach to our clients’ individual circumstances and objectives and we are happy to work with accountants, stockbrokers and financial and tax advisors to ensure the best results for transferring our clients’ wealth to succeeding generations. We also work closely with our Corporate Team to ensure a complete approach to the estate planning requirements of our business clients.
Enduring Powers of Attorney & Office of Care and Protection matters We act for many of our clients in drawing up Enduring Powers of Attorney. Whilst our more elderly clients in particular use this service, it is also encouraged for the consideration of our younger clients particularly those in business where life would be very difficult if one partner or shareholder was suddenly unable to manage their own affairs through accident or illness. We are also experienced in other mental capacity related matters such as applications to the Office of Care and Protection in relation to Controllership and Statutory Wills.
If you would like more information on any of the above, please contact Fiona Kirkpatrick: fiona.kirkpatrick@tughans.com
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