Client Services Director
Specialism: Trustees Private Client Trustees
City: St Helier
case studies ()
Emergency governance for estate after death of both parents
Lorraine assisted a family where the South American father and his second wife passed away at the same time while all children were based in the US. Lorraine assisted each of the children with tax advice, restructuring, internal family issues, and a claim from an illegitimate child and siblings from the second wife. Lorraine was able to restructure the initial trust into separate family and charitable trusts for each family member and ensure that all US reporting and filing was undertaken giving the relevant information for the beneficiaries to file.