A client approached to me to discuss plans for his significant assets, many of which he inherited from his parents.
He wanted to ensure his second wife was properly looked after during her lifetime; while his adult children from a previous relationship also benefited.
I set up testamentary trusts to provide for all his family members, with trustee and appointor positions held by my client’s long-time accountant who he trusts to ensure fair distributions of income and capital at appropriate times.
My client received well-drafted estate planning documents, and peace of mind, at a reasonable fee.
