Discretionary trust deed review

Discretionary trust deed review

Price: $POA

This service requires legal advice and tailoring.  Quoted fees for client acceptance will vary based on the complexity of the advice and/or documentation required.

A review of a discretionary family trust may be required when there are issues with the trust deed such as:

  • inability to separately recognise and deal with different types of income, such as taxable capital gains or franked dividends
  • inappropriate provisions in relation to the passing of control on the death or disability of family members (particularly in an estate planning context)

This discretionary trust strategy review will identify such issues and make recommendations for updating the trust deed where possible and without resettling the trust.

For more information, please fill out our no obligation enquiry tab and we will be pleased to contact you shortly, or call 02 8296 6266 for immediate assistance.