Estate Planning

Vogel & Company LLP provides assistance in personal estate and trust planning, whether it is to ensure that a client’s personal estate objectives are achieved in a legally effective manner, or to explore the use of a trust to protect and effectively manage a beneficiary’s share of an estate.

Our estate planning services include:

• Consultations to review circumstances, examine options and recommend alternatives
• Drafting of Wills, Enduring Powers of Attorney and Personal Directives\
• Trusts for spouses, children, grandchildren, and special needs beneficiaries
• Succession planning for family businesses, including estate freezes, corporate reorganizations and other corporate structures

Estate Administration

We have the requisite experience to assist our clients who act as executors or trustees. The legal responsibilities imposed by law on an executor or trustee can be onerous and difficult to understand, and executors and trustees can be personally liable should they fail to comprehend and carry out these duties.

Our estate administration services include:

• Obtaining testamentary grants, such as Grants of Probate, Grants of Administration, Resealed Grants, Ancillary Grants, and other similar Court Orders
• Advising executors, trustees, and beneficiaries
• Assisting executors and trustees with applications to pass accounts in an estate
• Assisting executors and trustees with contentious issues that may arise during the administration of an estate or trust