Estate Planning

Estate Planning is far more complex than preparing a simple Will and Enduring Power of Attorney (EPOA).

As society’s wealth increases so does the complexity of the structures which individuals hold their assets. For example, there are many types of asset structures/asset holdings which may or may not be going be governed by a person's will. For example:

A Will alone most likely will not be able to deal with all these asset classes.

What's included in an 'Estate'

Estate Planning should encompass a full review of your asset structures and the documents creating them. For example:

Determining who will control your various assets and asset structures requires careful consideration. For example, if your assets are held in a Family Trust then you need to consider:

Our Estate Planning specialists can provide professional advice which is invaluable for making sure you cover all grounds to ensure your Estate is adequately protected following your death or in the event you lose capacity.

Contact OMB's Wills and Estates team today!

Will & Estate News

See attached news articles by OMB for more information and recent developments in this area of law: