Estate planning advice provides peace of mind for blended family

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.

“The content of this publication is for reference purposes only. It is current at the date of publication. This content does not constitute legal advice and should not be relied upon as such. Legal advice about your specific circumstances should always be obtained before taking any action based on this publication.”
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