The effective planning of your overall estate and its allocation is critical. Marriage, separation or divorce, house purchases and other significant events may all impact on the way you manage your assets and how you would like your estate to be distributed after your death. Obligations under the law to family members and others also need consideration and for some people the tax consequences of the succession process are critical.
Stewart & Associates specialise in:
Trust establishment, structuring and administration – the formation of trusts, preparation of wills, memoranda of wishes and all ancillary documentation required for the establishment of a personal asset plan
Trust advice – opinions on legal issues relating to trusts, administration of trusts, resettlement of trusts, variations of trusts, interpretation of trust deeds, duties of trustees, rights of beneficiaries and the implications of the use of trusts in corporate, family or succession structures
Independent trustee services – including annual gifting/trust reviews
Powers of attorney – including enduring powers of attorney