Trusts & Asset Planning

No matter how messy it is, we do the best.

Be it passing on the family farm, beginning a trust or protecting your assets in retirement and beyond, putting everything into a binding agreement can be an intricate, challenging and occasionally stressful process. Only with the right empathy and the expertise can you be assured everything is properly in place.

Trust law is constantly evolving, with the legal implications of the creation and administration of trusts becoming increasingly complex. Our specialist team has vast experience in this area.

We have the technical skills to ensure you receive appropriate advice regarding succession planning and all aspects of the initial establishment and ongoing administration of your trust. Dean & Coleman Law also administers a special purpose company that acts as the independent trustee for many of our clients’ trusts.

Our services include:
  • Creation and advising on trusts, including family and charitable trusts
  • Asset transfer to trusts
  • Gifting processes
  • Application to the Charities Commission for charitable trust status
  • All aspects of succession planning
  • Advice on trustee obligations and responsibilities