Asset Protection and Trusts Formation, including Wills & Estates
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Our People
Gary Simpson - Partner
Chris Western - Partner
Ken Paterson - Associate
Bertha Wright - Legal Executive
Lepa Wyatt – Legal Executive
- Family trust formations and other asset enhancement and protection tools
- Asset planning for creditor protection
- Property relationship agreements and advice
- Review of trusts including restructuring and administration
- Trading and business trust formations
- Professional trust administration and management services through SW Trust Services
- Preparation of Wills and Enduring Powers of Attorney
- Obtaining probate
- Estate administration
In today's world there are many unknowns and unforeseeable events that can impact on a person's wealth.
Your Will, along with the effective administration of your estate after death, is one way of ensuring that your assets are dealt with in accordance with your wishes. We are able to meet your needs in both these areas.
However, there are many other ways available to protect assets for future generations.
When advising our clients on asset planning and protection we consider all issues that might affect them and their families. Our team of professionals can give you pertinent advice that is relevant to your situation. A "one size fits all" style trust is not always a suitable option and we tailor our trusts to best fit your circumstances.
Any asset planning should be done sooner rather than later, although in the worse case scenario when things have already started to go wrong, it is never too late to consult with us.
We provide professional trust administration services through a dedicated administration company, SW Trust Services.
Newsletter
We publish a Trusts newsletter twice a year. To view the latest issue click here
To subscribe to the newsletter click here.