Learn everything about this professional service.
It might be the case that you are thinking of different ways how to safeguard the longevity of your estate, assets and funds, to reduce tax liabilities and to avoid probate. You would like to set a predetermined list of wishes that stipulate how such estate, assets and funds are to be managed, during the course of your lifetime as well as after passing away.
We are engaged by clients to draft and set up a deed of trust in order to safeguard and protect their estate, assets and funds according to their wishes.
Apart from handling the set up of a trust, we also provide a trustee service. More information can be found at the Trustee Service page.
Moreover we are entrusted to handle other requirements and obligations as part of the set up process. These include:
Following the entire set up process, a trust has certain ongoing obligations that must be fulfilled. We offer such compliance services that allow our clients to meet such statutory obligations. These include:
For those clients who wish to have a similar set up like that of a trust but would also like to retain a certain higher degree of control, we also provide the service of handling the set up of a foundation. More information can be found at the Setup of Foundation page.
If you would like to receive more information and detail about our services, fees and applicable reimbursements, kindly get in touch with us through our Contact page or send us an email to firstname.lastname@example.org.