Estate Planning and Probate

estate planning and probate

Our Estate Planning and Probate department specialises in providing expert streamlined legal advice and taxation advice in all areas of Estate Probate and Succession Planning. Our aim is to serve all of our clients whether they are private individuals, Trusts, commercial entities or chartered organisations in an expeditious way. In particular in relation to families and private clients we endeavour to find tailored taxation solutions designed to best suits their own asset profile personal needs and future requirements especially when organising and re-structuring their business and family affairs.

Lavelle provides expert advice and assistance in a variety of areas including the following:

  • Estate Planning with Capital Tax advice
  • Preparation and drafting of Wills
  • Creation of Trusts with a view to facilitate Trusts in Tax Planning
  • Advice in formation of Family Partnerships
  • Powers of Attorney including Wards of Court and enduring Powers of Attorney
  • Tax efficient Transfer of family, Wealth Assets and businesses to the next generation
  • The administration of estates. Including advice to beneficiaries and/or family members of their rights and in relation to the estate
  • The administration of and winding up of Trusts including advising the beneficiaries or potential beneficiaries of their rights and entitlements in relation to same
  • All contentious Trust and Probate matters
  • Set up and administration of charities and not for profit organisations and obtaining tax exempt status
  • Heritage properties
  • Acting for a Trustee appointed under the terms of discretionary will trust in defending High Court proceedings issued on behalf of the trust beneficiary
  • We acted for the Executors of the Estate of a client who died leaving a substantial Irish and English portfolio which was ultimately administered in accordance with bankruptcy and insolvency rules due to financial institutions
  • Representing a Trustee  in attempting to remove their co-Trustee, appointed under the Will of their deceased former partner to administer a trust set up in the Will for the benefit of the client’s minor daughter who was sole beneficiary of the estate
  • Advising in the administration of estates  including dealing with all creditors and claims

Key Contacts