Planning ownership and succession
Adelina Ong advises on trusts, estate planning and the legal structures used to hold and transfer assets. The appropriate arrangements depend on the client’s circumstances and their legal, accounting and tax position.
Scope of work
- Trust creation, variation, maintenance and winding up
- Wills and enduring powers of attorney
- Business and property ownership structures
- Asset management and distribution planning
- Coordination with accountants, financial advisers and tax advisers
Reviewing arrangements over time
Changes in personal circumstances, business interests or legal requirements may call for existing documents and structures to be reviewed. No structure provides an automatic guarantee of protection from claims or financial risk.