Trust Formation

From asset protection through to revenue generation, trust formations have been used for a variety of purposes, making each trust unique.

Trusts – do I need one?

Whether you need a trust formation will depend on your circumstances. From asset protection through to revenue generation, trust formations have been used for a variety of purposes, making each trust unique. Now guided by the Trusts Act 2019, trust formations require a further level of compliance by trustees whilst providing beneficiaries with a greater degree and rights to transparency. Our team of experts will assist in assessing your needs to form a trust and help navigate you through the complexities and requirements that come hand in hand with trust formations.

Related Matters
  • Advising on formations of family and business/trading trusts and the relationship to your intended purposes in family, corporate and succession structures
  • Advising on formations of charitable trusts
  • Advising on the obligations and discretionary powers of trustees and the interaction of the terms of your trust deed with the provisions under the Trusts Act
  • Resettlement and variation of trusts and the rights of beneficiaries
  • Asset protection
  • Advising on trust formations and the interaction between the trust, estates and relationship property