Estate & Succession

At Brown De Benetti Law, we understand the significance of planning for the future and crafting a lasting legacy. Our trusted advisors specialize in wills, estate, and trust law, offering comprehensive guidance to clients on business succession, estate planning, including Wills, powers of attorney, guardianships, and the establishment of trusts and foundations, along with estate administration.

Our approach extends beyond advising on strategies to reduce income tax within legacy plans and at the time of death. We address estate administration tax and the tax implications for beneficiaries, including those abroad, ensuring a global perspective on your legacy. Our extensive services cover valuations, succession planning, and transaction advisory, providing a robust support system for our clients.

With our deep expertise in aiding businesses, families, and individuals in financial growth and future planning, Brown De Benetti Law is equipped to help you and your clients devise and execute plans that minimize risks and secure a prosperous legacy.

Our Practice Areas Include:

Estate Planning Documents: Crafting of Wills, Powers of Attorney, and Health Care Proxies to ensure your wishes are clearly expressed and legally robust.
Probate Services: Facilitating Applications for Probate to validate wills and administer estates with legal authority.
Committeeship Applications: Assisting in the appointment of committees to manage the affairs of those unable to do so themselves.
Risk Minimization and Tax Efficiency: Designing trusts, wills, and estates with a focus on reducing risks and optimizing for tax efficiency.
Family Business Succession: Developing and implementing succession plans that ensure the smooth transition of family businesses across generations.
Estate Freezing and Income Splitting: Offering advice on estate freezing and income splitting strategies to protect and enhance your financial legacy.
Guidance for Executors, Trustees, and Beneficiaries: Providing advice and support to executors, trustees, and beneficiaries on their rights and responsibilities.
Trust Litigation: Navigating disputes in trust litigation with skilled representation and strategic advice.
Insurance Utilization: Advising on the strategic use of insurance within estate planning to secure and enhance financial legacies.
Estate and Family Business Dispute Litigation: Representing clients in claims related to estate benefits and family business disputes, ensuring your interests are protected.
Charitable Giving Advice: Guiding clients on charitable giving to achieve philanthropic goals while optimizing tax benefits.

At Brown De Benetti Law, our goal is to safeguard your wealth and ensure its thoughtful transfer according to your wishes, utilizing our in-depth legal knowledge and personalized approach. Whether you’re planning for the future of your family, a charitable endeavor, or the succession of a family business, our team is dedicated to delivering strategic, tailored advice to secure your legacy and ensure peace of mind for you and your loved ones.

Estate & Succession

Our Practice Areas Include:

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