Trust arrangements require precision, continuity and a clear understanding of purpose.
The chambers advises on the creation, documentation and administration of trust arrangements. The objective is to translate the client’s intentions into documents and structures that are clear, workable and suited to the circumstances in which they will operate.
Trust work often intersects with family, property, business and succession concerns. The chambers therefore considers the wider context, the people affected and the responsibilities that trustees or other office holders will be expected to carry.
Trust-related services may include
- Drafting and settling trust instruments
- Review and amendment of existing trust documents
- Advice to settlors, trustees and beneficiaries
- Trustee and registered-agent related services where appropriate
- Advice concerning trust assets and administration
- Trust disputes and related litigation
A confidential and structured process
The chambers first identifies the purpose of the proposed arrangement, the relevant parties, the assets involved and the intended decision-making framework. Advice can then address the form of the documentation, ongoing responsibilities and areas requiring coordination with financial, tax or other professional advisers.
Information for an initial review
A first enquiry should explain whether the trust is proposed or already exists, identify the relevant parties and describe the assets or issue involved. Highly sensitive personal or financial records should not be submitted until the chambers provides secure instructions.
