Trusts & Estates

About

Provided by Lagerlof, LLP

Lagerlof, LLP’s clients choose our estate planning team for its ability to build and safeguard their estate and optimise their financial security.

Our solicitors represent businesses, public entities, families, individuals, and trusts and estates. We have in-depth knowledge of all aspects of estate planning, and our team is dedicated to achieving our clients’ goals.

Our areas of expertise include:

• Estate planning, probate, will and trust preparation and administration 
• Asset protection 
• Estate planning for cryptocurrency and NFT holders 
• Charitable giving, private foundations and trusts 
• Estate, gift, generation-skipping and income tax issues 
• Executor and trustee responsibilities 
• Guardianships/conservatorships and special needs trusts 
• Investment vehicles and long-term investment strategies 
• Life, disability and health insurance cover 
• Marital agreements and community property rights 
• Probate, probate avoidance and estate management 
• Retirement benefits, pensions, and qualified and non-qualified deferred compensation arrangements 
• Revocable and irrevocable trusts 
• Powers of attorney 
• Probate and trust litigation 
• Tax-efficient wealth transfer strategies, tax elections and disclaimers 
• Evaluating estate plans in light of life-changing events such as births, deaths, marriages, divorces and incapacities