Succession Planning 101

Why Experience Matters Most In Succession Planning ?

Critical Questions To Ask Your Lawyers

Our senior lawyers have over 30 years experience in tax, trusts and estates. Multi-disciplinary expertise is required for a properly considered succession plan for clients.

Succession Plan Must Cover Essentials

  • Current lifestyle needs

  • Retirement plans

  • Business arrangements

  • Tax position

  • Future critical events such as divorce

  • Health scares and family disputes as well as ensuring your assets go exactly where you wish them to go

  • We understand your unique circumstances and can help establish an estate plan that’s right for you

Our Wills & Estates Senior Lawyers

Jaswinder (Jas) Sekhon

Jaswinder (Jas) Sekhon

Managing Director

Jaswinder strives to simplify and demystify complex legal
matters, to explain them logically and without “jargon”.
He resolves and commits to the best possible commercial
outcomes for his clients.

Succession Plans

Plan For Critical Life Events

The consideration of a range of critical strategies apart from death. These include:

  • Mental and physical incapacity – yours or a beneficiary’s

  • Bankruptcy or business failure – yours or a beneficiary’s

  • Divorce – yours or a beneficiary’s

  • The potential for disputes between beneficiaries over the Will

  • Family Law Financial Agreements – to regulate ownership of assets in a relationship

  • Testamentary trusts - these trusts can be created by your Will and come into existence after you pass away.

  • The use and integration of insurance as an asset in your plan,

  • Incorporation of a retirement plan as well as investment and wealth accumulation strategies

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