Trust and Asset Management

The establishment of clients' family trusts and the management of their investments, as well as asset planning and succession arrangements between generations comprise a significant part of our practice.

Our lawyers assist clients with:

• family trusts
• business (trading) trusts
• special purpose trusts
• charitable trusts
• advice to trustees in relation to the management of trust assets, to issues related to trustees' obligations and beneficiaries' rights and entitlements to distributions and resettlements, and to a host of other matters
• estate and retirement planning
• advice on relationship (matrimonial/de facto) property
• gifting programs
• Enduring Powers of Attorney (including advice to Attorneys and Managers)