Estate Planning

Estate Planning

Our areas of expertise include:

  • Analysis of the suitability of current testamentary and other arrangements
  • Assessment of the factual matrix of a client’s family and financial priorities and requirements
  • Asset protection
  • Coordination of other professionals, such as accountants and investment managers, regarding estate planning
  • Design of key estate planning proposals to achieve a client’s requirements
  • Drafting of agreements and other documents for estate plans, including cessions, deeds of donation, deeds of sale, trust deeds, wills, and other documents
  • Emigration and asset migration
  • Estate duty
  • Estate planning: domestic and international
  • Exchange Control
  • Implementation of estate plans
  • Tax advice (also refer to Tax Law and Planning)

Denis Lloyd

021 464 1485 /span>

Gunnar Dahl

021 464 1442