PRIVATE CLIENT SERVICES
Trusts
What we do
We have extensive experience as trusts and estates practitioners on the creation, administration and windup of trust structures including:
- Testamentary trusts
- Lifetime family trusts
- Special disability trusts for vulnerable clients
- Superannuation trusts.
How we do it
We advise trustees and/or the beneficiaries to whom they are accountable about the appropriate discharge of the trustees’ duties, and the operational requirements for the trust arising from the terms of the trust deed and its day-to-day operations.
Who We Do It For
We act, as appropriate, for trustees and beneficiaries of trusts.
Lawyers
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Mark Smith
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Michael Perkins
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Tara Lucke
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Lisa Sinclair
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