Trust Administration
Trusts can play an important role in protecting assets, managing family affairs, and supporting long-term planning — but whether a trust is appropriate depends entirely on your personal circumstances, objectives, and future needs.
At Lucas & Lucas, we have extensive experience advising clients on trusts, estate planning, and succession matters. We help clients understand whether a trust is the right option for them and, where appropriate, how to structure and manage it effectively.
Our approach is practical and focused on helping clients make informed decisions with clarity and confidence.
Is a Trust Right for You?
Every family and financial situation is different.
A trust may assist with:
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Asset protection
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Succession and estate planning
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Managing family wealth
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Protecting assets for future generations
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Relationship property planning
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Providing for vulnerable beneficiaries
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Long-term management of family property or investments
We take the time to understand your circumstances and explain the advantages, limitations, and responsibilities involved so you can make informed decisions about the best structure for your
situation.
Trust Formation & Administration
We assist with both the establishment of trusts and the ongoing responsibilities involved in administering them.
Our services include:
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Trust formation and structuring
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Advice for trustees and beneficiaries
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Trust administration and governance
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Trust transactions and gifting
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Asset and estate planning
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Wills and succession planning
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Enduring Powers of Attorney
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Relationship Property Agreements
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Residential Care Subsidy applications
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Estate and trust administration
We regularly advise trustees, executors, and families on the practical operation of trusts and estate structures.
We understand that trust matters often form part of broader family and succession planning. Our focus is on providing clear advice, practical solutions, and long-term support tailored to your circumstances.
