Private Wealth Law

About

Provided by Martelli McKegg

Services include:

• Drafting Wills, Enduring Powers of Attorney, and Advance Medical Directives to ensure clients’ wishes are respected and legally sound
• Establishing trusts, including family trusts, foreign trusts, charitable trusts, and trading trusts, designed to protect assets and achieve specific financial goals
• Providing independent professional trustee services, offering expertise and impartial oversight to manage trust assets effectively
• Ongoing trust administration, ensuring compliance with legal obligations and the proper distribution of assets
• Reviewing, varying, resettling, and administering bespoke trust structures, adapting to changing circumstances or objectives
• Advising executors, trustees, and beneficiaries on their rights and responsibilities, helping them navigate complex duties and obligations
• Providing expert advice on Occupation Right Agreements, ensuring proper planning for retirement living arrangements
• Assisting with business and family succession planning, asset structuring, and restructuring to ensure the smooth transfer of wealth and ownership
• Offering guidance in situations where someone has been deemed mentally incapable of managing their affairs, helping families make critical decisions
• Trust and Estate disputes