Estate Planning

Estate planning is an often underestimated area of law that has importance for all of us. Planning for the orderly and tax efficient transfer of assets to the intended beneficiaries is a task that does not come easily but it is one in which Mahoneys can provide expert guidance and assistance.

Various aspects need to be carefully considered and addressed when preparing a Will and providing estate planning advice, irrespective of the size of the estate.

Some of these include:

• Security and flexibility of ownership structures;
• Asset protection;
• Tax effectiveness; and
• Guardianship.

Mahoneys can assist not only with advising on and documenting sound estate planning strategies but can also assist in estate administration to ensure that your wishes are carried out. We can provide assistance with the collection of estate assets, probate and transmission applications and the distribution of estates. We will address capital gains tax and other revenue issues.

In the event that a Will is contested or a dispute arises as to the distribution of assets or some other aspect of a Will, our litigation team is able to take decisive action to minimise the disruption and cost of such dispute.

Contact partner Antony Harrison for more information.