• Maintaining control in the transferring of property for the benefit of others by restricting who is to benefit from the trust.
• Administration of property for beneficiaries for reasons such as minor age, infirmity or lack of business experience.
• Protecting assets from the claims of creditors by giving the trustee discretion over the distribution of the trust property.
• Deferral of tax on accrued capital gains if applicable.
• Providing for future administration of assets to protect against future incapacity.
• Providing for charitable purposes.
• Enhancing privacy on death, as trusts other than testamentary trusts may not be subject to public probate.

We provide access to the professional and impartial expertise to assess how trusts can be tailored to achieve your financial objectives.