Our trusts and estate tax planning practice is a ‘cradle to the grave’ service.
We assist with forming family trusts, trading trusts and charitable trusts. It is not just forming the trust that is the issue. A trust needs to fit with your will, and you need to carefully document the transfer of assets to a trust and what will happen after you die. It must also be properly managed. We also offer a trust administration service which includes annual trust reviews.
It is important that your trust has an independent trustee so it survives scrutiny. We are the trustee for over 400 family trusts.
Trusts and companies are vehicles to achieve certain outcomes. We also assist with a number of other structures, many of which are motivated by taxation considerations. This includes preparing limited partnership documentation and forming trading trusts.