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Estate Planning and Asset Protection Strategies

At Rockwell Bates

Rockwell Bates provides estate planning services to corporate executives, entrepreneurs, and other high-net-worth individuals. For family and closely-held businesses, our lawyers excel in the latest techniques to effectively plan for business succession while working with third party advisers to minimise taxes to the greatest extent possible.

Our lawyers integrate the client’s personal objectives and wealth preservation goals into the estate planning process at every step of the transaction – which may include considerations such as protecting family inheritances in mixed marriages, philanthropic wishes or disability trusts for family members in need.

Diverse circumstances can put an individual’s assets at risk.  This may include failed business ventures, public company directorships, personal injury claims or the termination of marital or other personal relationships. This planning also needs to consider insurance coverage, professional status, asset holdings, family status, charitable giving among other variables.  Unique strategies which can be adopted by Rockwell Bates such as tailored Asset Protection Trusts or “APTs” play a large role in striking the balance between protection, flexibility and tax management. They also fit into the overall estate planning considerations.

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