We are here to provide assistance and advice to Trustees, Settlors and Beneficiaries. We will help you to consider whether a Family Trust is right for your situation and explain the related duties and obligations that apply. Our Trust Services Include:

Establishing a Family Trust – Asset Transfer 

We guide you through the process of establishing a Family Trust and the associated transfer of assets to the Trustees.

Drafting & Review of Trust Deeds

Drafting of new and review of existing Trust Deeds that record the terms and conditions of your Family Trust setting out what powers and discretions Trustees have, who the potential beneficiaries are and who must be considered by the Trustees when administering and distributing Trust assets.

Memoranda of Wishes

We can assist with drafting memoranda of wishes to provide guidance to trustees on what wishes you would like them to consider from time to time.

Winding Up and Distribution of Trusts and their assets

We review whether or not there are powers to wind up your Trust and whether or not it is appropriate to distribute its assets, and to which beneficiaries. We will prepare supporting Trustee resolutions, Deeds of Distribution and Winding-Up and attend to the transfer of assets to give effect to those decisions.

Family Trust Administration and Management

We offer advice and support for the administration and management of Family Trusts, helping Trustees understand their legal obligations and requirements.