Trusts and Assets Planning

Trusts and Assets Planning

Whatever your stage in life it is important to consider the protection of your family and your assets.

We are happy to discuss with you the benefits of having a family trust and other methods of structuring your affairs to protect your assets, reduce stress on your family and minimise the chances of future disputes.

Trusts are a common structure and useful tool for both personal and commercial purposes, to protect for you, your family or on someone else’s behalf. We take the time to know yours circumstances so we can advised you on how to structure your affairs in a way that provides the best protection for you.

 

Our trusts and assets planning services include:

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Trust formation

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Memorandums of Wishes

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Family trust administration and management

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Trust reviews

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Adding and removing trustees

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Advice on trustee responsibilities

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Gifting to a family trust

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Making distributions from a family trust

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Buying and selling trust assets

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Resettlement/Winding up a family trust

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Family trust disputes