DJW’s estate planning services include structuring estate plans, wills drafting, structuring and implementing trusts (including family trusts, alter-ego / joint partner trusts) as well as incapacity planning. We work closely with tax advisors to develop and implement strategies to minimize taxes, probate fees, and estate administration costs. We take a hands-on approach to understanding our clients’ real needs, and then develop and implement a cost-effective estate plan.
Acting as an Executor/Estate Trustee can be a demanding burden. We regularly assist clients in the administration of estates. We also assist Executors in dealing with income taxes and estate liabilities, preparing and passing accounts, and distributions to beneficiaries.
On the litigation side, with our partners, we can assist clients in alternative dispute resolutions such as mediations in relation to contested wills, wills variation claims, mental capacity challenges, constructive trust claims, and other estate related matters.