role of a trustee Archives - Solari & Stock-Where clients come first

Trustees and discretionary trusts

28 Sep Trustees and discretionary trusts

Posted at 12:18h in Wills & Estates by quirky-curran 0 Comments

0 Likes

The trustee can be an individual, although it is common for corporate trustees (meaning a company) to be appointed as the trust does not need to go through a reappointment every time someone wants to retire or dies....

26 Sep The second generation: trusts and succession planning

Posted at 11:05h in Wills & Estates by quirky-curran 0 Comments

0 Likes

Discretionary trusts are a common vehicle to move assets through generations. Assets held in any trust require particular care when estate planning, as they do not automatically form part of your estate on your death. The biggest challenge clients face is realising that assets in...

role of a trustee Tag

Trustees and discretionary trusts

28 Sep Trustees and discretionary trusts

The second generation: trusts and succession planning

26 Sep The second generation: trusts and succession planning

What Our Clients Say

ADDRESS

PHONE

OUR SERVICES

MEET THE TEAM

ARTICLES & RESOURCES

CONTACT US