Helping you make better decisions about protecting your assets
What happens in the future depends on the decisions we make today. Cooney Lees Morgan’s Trusts and Asset Planning specialists help people at every stage of life create structures and provisions that are appropriate and effective.
- Trust establishment (including family trusts and charitable trusts)
- Trust administration
- Acting as trustee
- Advising trustees
- Gifting programmes
Estate Planning
- Preparing wills
- Gifting programmes
- Preparation of powers of attorney and enduring powers of attorney
- Arranging for preparation of tax returns
- Administering deceased persons' estates
- Acting as attorney