Trust Assessment, Design & Review
At the assessment, design and review stage, we will offer advice around whether a trust structure is right for your needs. If it is, then we move to establish what that trust structure should be and in the case of existing trusts we review the structure and recommend any improvements including resettlement into new trusts.
As part of the review process we consider the following:
Asset protection (risk) assessment and advice as to whether a trust structure can assist in relation to any business and/or future rest home subsidy.
Asset Planning assessment and advice as to whether a trust structure will be of assistance to you.
Review of existing trusts or other asset structures to consider suitability Liaison with tax, banking and financial advisors to ensure the correct structure is used.
Design of recommended structure to meet the ongoing needs of clients.
Resettlement into a new trust if required.