Trust Creation and Management
Establishing Trusts for Asset Protection and Effective Management
Protect your assets and ensure long-term management for heirs
- Revocable and Irrevocable Trusts
- Trustee Selection and Responsibilities
- Asset Management and Allocation
- Estate Tax Planning within Trusts
- Trust Modifications and Updates
- Long-Term Financial Stability for Heirs
The establishment and administration of trusts are key to shielding your estate
A range of possibilities for trusts, from revocable and irrevocable, can meet the individual needs of each client. A revocable trust allows for flexibility in managing assets and changes during your lifetime but an irrevocable trust gives stronger asset protection. We help you select the right trustee and make sure they understand what their trust management duties are. Our services cover the management of assets, ensuring that any assets in trusts are allocated and invested sensibly. Estate tax planning within the trust helps reduce the overall tax burden, and as your circumstances change we provide trust adjustment services. Our aim is long term financial security for your successors, with continued control over what you have accumulated