A trust is an ideal tool for solving many of the complex issues that go into creating an estate plan. Its flexibility and unique features ensure that it will provide benefits both during the settlor’s lifetime and after he/she passes away. But the ultimate success of a trust will depend on the relationship that the settlor is able to establish with the trustee. So the choice of trustee is a vital ingredient to a successful trust.
We have years of experience in providing professional trust advisory services. As a purely independent advisory firm, there are no conflicts of interest in dealing with clients’ bankers, legal advisors. Our team is able to offer comprehensive estate planning strategies incorporating a variety of trust structures.
For those who are not familiar with trusts, the notion of transferring their wealth to a trustee may not seem to be the optimal solution. In those cases, a private foundation can provide many of the same benefits as a trust. The foundation is a structure that exists in civil law and the founder may be more accustomed to operating within a civil law framework.
Additionally, a private foundation has more flexibility as it can offer the founder more control over the assets it holds.
|Trust & Foundation Options||Trust & Foundation Solutions|
|Discretionary Trust||Asset Protection|
|Life Interest / Fixed Trust||Tax Planning and Migration|
|Private Foundations||Succession Planning|
|Accumulation and Maintenance Settlement||Creditor Protection|
|Protective Trust||Political Risk Management|
|Specific Purpose Trust||Confidentiality|
|Charitable Trust||Emergency Contingency Planning|
|Charitable Foundations||Family Provision|
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