trustee services

A trust is a legal arrangement whereby an individual, the “settler”, transfers property to another, the “trustee”, for the benefit of a third person, the “beneficiary”, who may also be the settler.  A trust is very versatile; it can be used for lifetime management and/or post-death management and disposition of a settlor’s estate.

Trusts are generally established for:

• Estate planning

• International investment

• Tax planning

• Avoid disruption on death

• Protection from potential creditors

• Flexibility

• To provide for minors

• To protect beneficiaries