Trusts and  Asset Planning

We assist with asset and wealth planning, generational wealth transfer, establishment and review of trusts. We advise settlors, trustees, beneficiaries and appointors on their rights and obligations.


Asset Planning can be complex and emotional. Our goal is to make this process as simple as possible for you.  We focus on practical solutions and avoid overcomplicating your life as much as possible.  We work alongside you, making sure your wishes are heard every step of the way.

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

  • Whether the trust is an appropriate solution for you;
  • 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;
  • The use and implications of trusts in corporate, family or succession structures;
  • Enduring Powers of Attorney;
  • Establishment and management of a trust;
  • Asset planning & transfer of your assets on death; and
  • Implications of residential care subsidy on your estate planning etc.