Trusts & Complex Estate Planning

In short — We establish trusts — family, discretionary, vulnerable person's and charitable — and draft the associated deeds and declarations for complex estates.

For more complex estates, trusts can be an essential tool for managing and distributing assets — whether the trust is created during your lifetime or on death through your Will. We tailor each trust to your estate planning needs, be it asset protection, tax mitigation or preserving wealth across generations.

We can help you with:

• Establishing various types of trust, including Family Trusts, Discretionary Trusts, Vulnerable/Disabled Person’s Trusts and Charitable Trusts
• Tailoring the trust to your goals — asset protection, tax mitigation or providing for the future
• Drafting associated documents such as Trustee Resolutions and trust minutes
• Deeds of Assignment to transfer interests in property or business assets
• Deeds of Advancement or Appointment to advance or appoint assets out of the trust
• Deeds of Retirement and/or Appointment to retire trustees or appoint new ones
• Declarations of Trust (Trust Deeds) to record beneficiaries’ shares and any important factual or historical background

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