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Shareholders Trusts Succession Planning

Walkers

Hope for the best, but prepare for the worst: Wealth planning for mental incapacity

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It’s always wise to hope for the best but plan for the worst, and, with global rates of dementia on the increase, planning for incapacity should be part of everyone's wealth and succession strategy. Where the assets held...more

Kilpatrick

Estate Planning Ownership Playbook

Kilpatrick on

The Chicago Bears are a charter member of the National Football League, with ownership maintained by George Halas and later, his daughter, Virginia Halas McCaskey, for over 100 years. Upon Virginia McCaskey’s death last week,...more

Conyers

Shares in BVI Business Companies – Avoiding a Succession Problem

Conyers on

British Virgin Islands (“BVI”) business companies are often used for private wealth structuring purposes. However, where the shares in a BVI business company are registered in the name of an individual rather than a corporate...more

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