Katia Denise Henry Attorney-at-Law and estate planning expert addresses the gathering at the Mayberry Investments Forum on Tuesday at the Knutsford Hotel, while Okelia Parredon, Executive advisor Mayberry Investments Ltd, looks on.
Mention the term ‘estate planning’, and most likely the average Jamaican will link it to some form of housing development.
Actually, the reason for the misapprehension is very simple: Most Jamaicans do not pay much attention to activities associated with their inevitable passing.
But, according to one of Jamaica’s foremost experts in the field, Katia Denise Henry, it is never too early to start making such plans.
Estate planning is concerned with sheltering someone’s estate against the large cash burden of transfer tax and stamp duty payable on death, and also with eliminating the complication of the client’s affairs from a practical standpoint.
Leading investment firm, Mayberry Investments Ltd (MIL), said that after numerous requests from their clients for a forum on the subject, they invited Henry as a special guest presenter at their last Mayberry Monthly Investor Forum at the Knutsford Court Hotel in New Kingston on May 31.
The attendees posed numerous questions as they sought clarification on the complexities of estate planning.
Henry has been practising law for some 30 years on work related to Estate Management, including a stint with Myers, Fletcher & Gordon (MF&G) from 1987-1993, and Sagicor Life from 1992-1996. She returned to MF&G for another stint in 2004, and she has been practising as a probate lawyer at The Towers in New Kingston most recently. She is also director for probate practice and procedures at the Norman Manley Law School at Mona, tutoring on probate practice and procedures for the past 24 years.
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