Comprehensive estate planning for a multi-millionaire client.

Client Background

Our client, a multi-millionaire widower with no children, desired to leave their estate to individuals and charities in the United States, France, and Austria.

They required a comprehensive estate plan to ensure the proper distribution of their assets and to fulfill their wishes.

DaCruz Law Firm’s Approach

• Conducted an in-depth review of the client’s financial situation and personal relationships
• Worked closely with the client to understand their wishes for the distribution of their estate
• Collaborated with international legal experts to ensure compliance with laws and regulations in France and Austria
• Created a tailored estate plan that fit the client’s unique needs and objectives

Results

• Successfully drafted an estate plan that met the client’s goals and satisfied international legal requirements
• Facilitated the establishment of trusts and other legal instruments necessary for the distribution of assets
• Provided ongoing legal counsel to the bank in its capacity as executor of the estate
• Ensured a smooth and efficient transfer of assets to the designated individuals and charities

Conclusion

Through diligent research, collaboration with international legal experts, and an understanding of the client’s unique needs, we were able to draft a comprehensive estate plan for our client.

This plan ensured that the client’s assets were distributed according to their wishes, while complying with all relevant laws and regulations in the United States, France, and Austria.

Additionally, we continued to provide legal counsel to the bank in its role as executor, ensuring a seamless administration of the estate.

Need help with a complex legal issue? Contact John DaCruz today.