_

OUR EXPERTISE
TRUSTS & ASSET PROTECTION

PRIVATE CLIENT LAW, TRUSTS & ASSET PROTECTION

Are you looking to protect your family’s assets, or set money aside for a special purpose?

 

A trust places assets under the control of trustees and can be a good way of ensuring your assets are retained and distributed as you determine.  

 

But! Trusts to be very carefully considered and well written.  We have the experience and the expertise to give you the best advice.

 

There are many types of trusts, and many reasons to have a Trust which all depend on personal circumstances. We help our clients make the right choices when deciding to form a Trust.

  • Trust administration

  • Relationship Property

  • Estate Planning

  • Asset & Succession Planning

  • Gifting

We do Asset and Estate Planning, Wills, Enduring Powers of Attorney, Relationship Property Agreements, Trusts, Trust Transactions, Gifting, Subsidy Applications, Estate and Trust Administration .  Our lawyers have been at the forefront of developments in this work over the last 40 years.

 

Our approach to these assignments is to help clients with their own affairs wherever possible, not imposing ourselves as trustees and attorneys unless we are actually needed

 

WHAT’S THE NEXT STEP

Meet our team.
Contact Chris Lucas or Garth Lucas.
Call us on 03 477 8080 for a no obligation appraisal of whether a Trust is right for you.

 

LEARN MORE

For Trusts & Asset Protection related posts and case studies see Our Insights.