Overview of Estate and Succession Planning

In Estate planning, one has to address issues concerning his property, financial and business affairs. It requires identifying issues of the client and his objectives relating to matters such as assets distribution and management for dependants in the event of death. The planning has to be robust to deal with other events of adversity such as potential bankruptcy, divorce in the family or mental incapacity. It involves strategies and careful considerations to balance the needs of each beneficiary and keeping family harmony. As estate planning encompasses many aspects that involve the handling of sensitive information, financial legal and tax affairs relating to the client’s assets and his business, most estate plans are drawn up with the help of estate planning practitioners. In more complex estate planning, lawyers, accountants, trustees and tax advisers are often involved in the structuring, setting up and the preparation of the legal and trust instruments.

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