Trusts and Personal Asset Planning

We act for settlors, trustees, beneficiaries, protectors and appointors.

We are experienced trust lawyers and advise on all aspects of trust law:

  • Whether the trust is an appropriate solution for a client;
  • Assisting settlors in establishing a trust, whether discretionary, fixed or a will trust;
  • issues relating to trusts and the interpretation of trust deeds;
  • the administration, resettlement and variation of trusts;
  • review of trusts and advising on whether they are still fit for purpose;
  • the duties, rights and obligations of trustees and the exercise of trustee discretions;
  • retirement, appointment and removal of trustees;
  • loans and distributions from a trust;
  • the rights of beneficiaries;
  • reviewing trustees’ decisions;
  • termination of trusts; and
  • the use and implications of trusts in corporate, family or succession structures.