Services : Wills, Trust & Probate

Overview

Our specialist lawyers, who are also members of the Society of Trust and Estate Practitioners (STEP) are able to provide a highly efficient and comprehensive service. We work with a broad range of clients, including professional and individual trustees, executors and administrators and beneficiaries (both individuals and charities). The administration of Estates and Trusts, frequently with assets running into many millions of pounds and including those involving family businesses, farms and investment portfolios, is routinely undertaken in the United Kingdom and in the United States; we also work closely with local lawyers in other jurisdictions to provide a comprehensive service to our clients.

We are one of the few firms in the South West region able to offer first class support and advice where there is a need to resolve issues in a contested estate or disputed trust, combining our detailed knowledge of succession law, equitable principles litigation and negotiation skills.

Work encompasses:

• Will drafting
• Tax planning – encompassing agricultural and business property
• Probate and succession – to include intestacy
• Creating, administering, restructuring and terminating trusts
• Guidance on the duties, rights and obligations of trustees, executors and beneficiaries
• Post death tax planning strategies
• Lasting Powers of Attorney – both for Property and Affairs and Personal Welfare
• Incapacity/Court of Protection
• Co-habitation and pre-nuptial agreements
• Cross border issues with particular reference to the USA

Key Contacts:

Alison Reed: alison.reed@bennettlaw.co.uk

Florence Pearce: florence.pearce@bennettlaw.co.uk