I assist clients in creating and implementing plans for transferring family wealth to meet family and business objectives while minimizing transfer taxes. I work closely with my clients’ financial advisors, accountants, and insurance agents to gather and understand my clients’ information and to achieve their goals. I have extensive experience in drafting wills, trusts, powers of attorney, advance medical directives, and other estate planning documents and regularly help my clients with estate planning techniques and vehicles designed to fully utilize their tax exemption and minimize estate and gift taxes.
Much of the work that I carry out for clients involves the management of private wealth and its controlled devolution in an effective and efficient way. I pride myself on building long term relationships with clients and value the development of a detailed knowledge and understanding of the individual’s and their family’s circumstances.
Planning is important: the earlier that a situation can be identified, the more opportunity there is for it to be dealt with effectively and appropriately.
A core focus will be tax efficiency. Succession planning may involve measures as simple as making lifetime gifts, but will often involve use of tax effective wills. I also advise on the creation of trusts, partnerships, or company structures designed to determine the destination of assets during lifetime and on death, and to afford you a degree of control and flexibility. I will provide expert and reassuring advice to you and your family in respect of your personal and financial needs from the cradle to grave.
