Trusts & Lifetime Planning – Legal Advisory

Our law firm offers expert advice on creating and managing trusts, as well as lifetime planning strategies to protect assets and ensure your wishes are fulfilled during your lifetime and beyond.

Trusts

We assist clients in:

· Establishing various types of trusts (e.g., discretionary, bare, family trusts)

· Advising on the administration and management of trusts

· Protecting assets for future generations or vulnerable beneficiaries

· Drafting trust deeds and ensuring compliance with legal requirements

Lifetime Planning

Our services include:

· Advising on tax-efficient wealth transfer strategies

· Preparing powers of attorney and advance directives

· Planning for incapacity and long-term care needs

· Assisting with lifetime gifts and charitable giving

· Succession planning for family businesses and property

Additional Support

· Reviewing and updating existing trusts and plans

· Coordinating with financial advisors and tax specialists

Providing ongoing legal advice to adapt to changing circumstances