Work in this area includes but is not limited to: charitable planning; wealth transfer; business succession planning; estate, gift and generation-skipping transfer tax planning (in the US); life and health insurance planning; the creation and administration of trusts and estates; asset transfer; the taking-public of closely-held businesses; and structuring outward and inward investment. Contentious matters are also included, such as trusts disputes, probate contests and contested wills. In larger jurisdictions, these matters are ranked separately in a Private Wealth Disputes table.
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