Estates and Trusts

From the development of wills and trusts, to complex international and offshore strategies, our Estates and Trusts lawyers work with everyone from individuals to large corporate clients to ensure their families are protected and their long-term objectives are met in the most efficient and tax-effective manner. We design and implement a variety of estate and trust strategies to minimize tax and creditor risk, protect the privacy of our clients, and provide for an efficient transfer of wealth to intended heirs.  Among the many areas where we can advise you are:

• Appropriate uses of life insurance
• Complex wills, family trusts, alter ego, joint partner and other trusts
• Establishing private foundations
• Establishing trusts for owners of family-run businesses
• Estate freezing
• Post-mortem tax planning and restructuring
• Succession planning
• Tax aspects of foreign trusts
• Property held in foreign jurisdictions

We provide a full range of services to help clients in the complicated and time-consuming process of estate administration. As your professional and trusted advisor, a McInnes Cooper lawyer can act as your executor, trustee, and attorney, to ensure that your estate is settled efficiently and that ongoing trusts are administered with care.