Family Trust Planning

Introduction

A family trust may be set up as an estate planning trust, the purpose of which is to provide for the orderly and controlled distribution of family wealth to help to ensure your wealth passes in a tax-efficient manner.

Why do you need it?

• Speed up asset distribution without the need of probate
• Make asset allocation orderly, flexible and assessable
• Continue to provide for family members in need
• Protect family assets from creditors and other claimants
• To meet medical and other emergency expenses
• Improve legal confidentiality
• Support charities
• Facilitate tax planning
• Retain investment control