Trusts are one of the most flexible and tax-effective vehicles to help protect your assets when you’re planning your estate. At Cornerstone, our fiduciary experts can help you draft and register trusts for your particular circumstances and needs. This can include helping you set up inter vivos (family) trusts, special trusts (for minors or beneficiaries suffering from a disability) or charitable trusts.
Trusts can be customised depending on your needs, and can be set up for a variety of purposes, including:
Protection and preservation of assets such as property, artwork and other investments or business interests for the next generation.
Charitable purposes or other special causes.
Holding cash and investments that can pay an income to minors, such as a house or other rental property.
Beneficiaries for schooling or university.
Maintenance commitments in a divorce settlement.
A disabled dependent or an aged parent who may rely on you for financial support, but who may be unable to manage money or assets on their own.
