Wills and Estate Planning
The team's in depth understanding of the subtleties of Will drafting means our clients can be confident that their wealth and assets are dealt with according to their wishes. We have extensive experience in helping clients navigate family sensitivities, and are well placed to advise you on both the legal issues such as forced heirship and also the wider financial and commercial context.
Estate Planning for Jersey residents
The many pitfalls of Jersey law in this sensitive area include:
- children’s absolute entitlement to take control of their share of a parent’s estate when they reach 18, with a risk of misspending substantial assets.
- forced heirship known as "legitime": in cases where parties have children from other relationships, there is a risk of assets from an estate not ending up with the intended beneficiaries.
Our specialist team offers advice on the best structuring to mitigate these and other risks to family wealth.
Please click here to find out more about Will planning for Jersey residents.
Mental Capacity, Delegates (formerly Curatorship), Elderly and Vulnerable Clients
Against the backdrop of a growing elderly population, we are increasingly advising clients who wish to plan for their own future and the possibility of a time when they may be no longer able to manage their own affairs. We can advise on the responsibilities of Delegates and may be appointed for those whose affairs warrant professional assistance. This also covers the use of Powers of Attorney, and may assist in the management of clients' affairs. We are at the forefront of this developing area of the law. Please click here to read our briefing.
International Estate Planning
With expertise that extends to the intricacies of private international law, we often assist clients and intermediaries in relation to cross-border Will planning. We prepare Wills drawn under Jersey law for foreign domiciliaries to ringfence assets in various jurisdictions, which may be desirable for tax planning or administrative efficiency. International Will planning should always be undertaken with the utmost care due to conflict of laws issues, and upon legal advice from each jurisdiction to which the client is connected. Please click here to find out more about Will planning for non-Jersey domiciliaries.
We can also assist with the registration of Lasting Powers of Attorney or similar foreign powers for use in Jersey.
A new piece of legislation introducing lasting powers of attorney ("LPAs") to Jersey is a welcome addition to the Island’s legal framework.
Donna Withers, Head of Wills & Probate at Bedell Cristin, has been invited to speak at two STEP Special Interest Spotlight sessions being held on 30 November 2017 at The Montcalm, London.
Bedell Cristin is a finalist in two categories of the prestigious STEP Private Client Awards 2017/18.
Bedell Cristin has been shortlisted for ‘Offshore Law Firm of the Year’ in the prestigious annual awards organised by The Lawyer.
Bedell Cristin has been awarded the Offshore Client Service Award at the prestigious Chambers Europe Awards.
The Wills & Successions (Jersey) Law 1993, as amended (the "Law") was the subject of a Report by Professor Meryl Thomas ("Professor Thomas") dated 12 October 2009, which was commissioned by the Jersey Community Relations Trust in 2009 (the "Report"). The Re...
This briefing explains when you should make a Jersey will if you are not domiciled in Jersey. It only deals with movable assets in Jersey and not, therefore, land or other immovable property situate in Jersey.
This briefing provides answers to some of the key questions which you may have regarding the need for you to make a will. It should be noted that this briefing only applies to individuals who are domiciled in Jersey.
The Capacity and Self-Determination (Jersey) Law 2016 (the "Capacity Law"), which came into effect on 1 October 2018, has introduced lasting powers of attorney ("LPA") to Jersey. A Jersey LPA is a new instrument whereby a person (the "donor") appoints ano...
The Capacity and Self Determination (Jersey) Law 2016 (the 'new Law'), which came into force on 1 October 2018, radically alters the way in which mental health issues are dealt with in Jersey.