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

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Covid-19 Update – New rules for signing your Will and Power of Attorney

23 April 2020

The NSW Government have brought regulations to remove the requirement that a witness be physically present when witnessing the execution of certain documents.

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Foreign Beneficiaries in a Discretionary Trust

10 December 2019

Many discretionary trusts have wide pools of potential beneficiaries as to both income and capital of the trust.
Strictly speaking, the very …

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Inheritances and “problem” beneficiaries

28 June 2019

What do I do if I am concerned about leaving an inheritance to a “problem” beneficiary? In this article Tim Donlan considers this problem and offers some possible solutions.
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