Estates & Trusts

Individuals and businesses come to Owen Hodge Lawyers for assistance in planning, organising, managing and transferring assets.


Our lawyers focus on understanding and responding to clients’ needs and on planning wealth protection. We assist families to maintain and to use wealth to enrich the lives of their children and grandchildren, as well as providing for their own financial security.

Clients:

  • Individuals
  • Corporations
  • Foundations and not-for-profit entities
  • Closely held business interests
  • Executors

What clients ask us to do:

  • Work with them to derive maximum benefit for themselves and their families from their resources.
  • Plan and administer estates and trusts.
  • Represent clients’ estates and trusts before courts, if necessary.
  • Coordinate and oversee the work of clients’ other professional advisors.
  • Consult specialist advisers for complex taxation advice.
  • Provide advice and assistance in associated fields such as real estate, mergers and acquisitions, family businesses and disputes.

If you need any assistance with this topic, please contact us.

Free Will Health Check Meeting
 

Testimonials

A short note to thank you for all of the assistance you gave us recently. Thanks for taking all of my calls and for meeting with me at short notice. We realise the...

read more >>

- Deborah Chowns
Just wanted to send a quick email to say thanks so much for looking after us. I know it is your job, but your professionalism and efficiency is second...

read more >>

- Jo
I won my case at the Guardianship Tribunal yesterday.. After discussions with my mother, we agreed that it would be in my aunt’s best interest to have the Public Guardian ...

read more >>

- Lisa Terrill
I have been dealing with Owen Hodge Lawyers for approximately 2 years now, in that time they have increased my cash collection by 100%. Their assistance...

read more >>

- Christina Safar