SETTING UP & ADMINISTERING TRUST STRUCTURES

MEET UP WITH OUR LEGAL EXPERTS

Next up, you will meet with our legal experts who will set up the necessary structures as identified in your plan from Step 1.

We have found that trusts are the most suitable entity type for what we are trying to achieve. We assist in the setup, management and administration of your structure.

Service Provider: Treasury Trust Services

VALUE ADDED SERVICES

• Drafting of trust deeds as well as all the necessary documents relating to the registration and administration of trusts.
• Reviewing and amending of existing trust deeds in order for it to comply with the latest court rulings and legal authority.
• Drafting (as well as reviewing) of Last Will & Testaments with the specific aim to take the trust structures into account and save on Estate Duty.
• Arrange & conduct formal trustee meetings.
• Comprehensive legal advice on all matters relating to trust law.
• Drafting of the resolutions required for all necessary decisions taken by the trustees of the trust.
• Reviewing and signing off the trust financial statements of the separate trusts.
• Work closely in conjunction with the other Destinata service providers to ensure the trust structures fit the specific needs of the client.