PRIVATE CLIENT SERVICES

Trusts

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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.

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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

Expert Updates

4 Minutes Read

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Assets loaded but locked in the cloud

12 October 2018

Imagine your 40-something wealthy mother died suddenly. You’re her eldest and the sole executor of her will prepared in 2003.
The funeral …

1 Minute Read

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Elder financial abuse | Panel interview featuring Michael Perkins

09 July 2018

Getting older isn’t always roses and sunshine with many of our elder citizens falling victim to family members or carers eager …

1 Minute Read

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STEP conference calls for new digital assets laws

09 July 2018

Nexus representatives Michael Perkins TEP and Jayne Humphreys TEP, joined international experts, financial experts, barristers, lawyers and accountants in Sydney last …
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OUR AWARDS