The steps to be taken to establish a family trust for a variety of reasons, including asset protection
involves:
● Review of client assets, liabilities, and personal/business situation and provide initial advice.
● Draft trust documentation including Trust Deed and Memorandum of Wishes.
● Obtain new Will instructions to ensure will ties in with trust and draft Will.
● Arrange sale/transfer of house property and assets to trust.
● Draft documentation to gift the equity/value of assets sold and/or transferred to the trust.