Estate Planning and Wealth Management

About

Estate Planning and Wealth Management section is made up of an interdisciplinary team of lawyers led by Alex Matovu and is able to assist individuals in estate planning and wealth management transactions. The Team provides assistance in the following main areas:

  • Wills, Trust & Succession Planning:

The Probate and administration process is difficult because involving feelings and emotions. Signum Advocates is ready to help you through this overwhelming experience. We have the expertise to guide you through the sometimes complex legal process that comes through when a family member passes away. Our purpose is to make sure the loved one’s wishes are implemented exactly as they were thought about. We also provide assistance in preparing wills and succession planning to minimize future disputes in relation to property. 

Our assistance can cover from the estate planning to the trust implementation, to independent or dependent administration of the estate up to the litigation in more complex cases of contested probate. 

In case of inheritance involving one or more properties our Real Estate and Conveyance practice can assist the estate planning practice offering full coverage in case of property sale or management of the property.

  • Probate and Letters of Administration

The Firm offers full assistance with various issues arising after the opening of the succession, both testate and intestate, including, the granting of probate, processing letters of administration, legal satisfaction of the outstanding creditors and securing the possession of the assets and all the related cross-border tax implications of an international probate.

Sometimes probate includes assistance in trust matters, when the testator bequeaths their assets to a trust; our professionals may be appointed as executor or trustee, or appoint one, to manage the estate secured in trust. Our professionals advise professional trustees, executors and administrators, as well as High Net Worth individuals and charities, who are beneficiaries of domestic and foreign trusts.

  • Tax and Estate Planning:

Our team also offers preliminary tax planning and our lawyers assist individuals in the relocation process, including the sale and purchase of property, long-term investments and wealth transfer “inter vivos”, in order to understand which solution may be more tax efficient.

  • Acquisition and Disposal of Personal Real Estate:

The Firm has lawyers with integrity and considerable experience in the sale and purchase of private properties, investments and portfolios, developments and construction, and real estate financing. As a multidisciplinary team, domestic and foreign clients benefit from our services, from construction, final unit sales and conveyancing to real estate investments, and project managing cross-border transactions, including re-sale. For clients wanting to develop their own land, our team provides assistance in development projects and sales or leases.

Sales can also be completed by setting up joint ventures or other types of association. Our Real Estate and Conveyance lawyers also collaborate with other professionals like architects, engineers and other experts to provide developers, investors and purchasers with due diligence, estimates, surveys and market research. The Real Estate & Covenyance team works closely with the dispute resolution Team, who represent clients in disputes arising from real estate contracts, authorization/permit/consent denial and administrative law issues.

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