Trusts and Asset Protection
We assist clients with protecting assets and transferring wealth through appropriate structures.
The transfer of wealth from the baby boomer generation to the next is the largest transfer of wealth in human history, so it is important to do this well, while recognising that the elder generations have interests that continue to need protection also.
Trusts and Asset Protection
We take care to draft Wills that clearly record client instructions, and explore options for leaving an inheritance to friends, family or other groups.
We can prepare other documents that deal with a lack of capacity such as enduring powers of attorney.
Forming trusts
Processes to comply with Trusts Act 2019
Advising trustees as to various rights and duties
Restructuring of trusts
Preparing Wills
Memorandum of Wishes for Wills or Trusts
Enduring powers of attorney
Ready to Talk?
If you’re looking for legal support that’s practical, personal, and principled – get in touch with Be Frank Legal.