SWW Conference Insight 2018 | Page 12

Specialist Legal Drafting Will Trusts Whether it be a Life Interest (PPT), Disabled Trust, FLIT or Nil Rate Band Trust we can ensure that the Trust is correctly established after death. Any conveyancing will be dealt with so that the trust property is correctly registered in the trustee’s names. Lifetime Trusts Professional drafting of lifetime Family and Asset Protection Trusts fully approved by qualified solicitors with 10-day turnaround time. Our introducing partners receive full Fact Find questionnaire and supporting documentation to assist in advising the clients and taking trust instructions. Trustee Support – Legal Drafting Often lay Trustees will require assistance and guidance to ensure they are undertaking their fiduciary duties correctly. We can assist both lay and professional trustees by providing Minutes of Trustee Meetings, Deeds of Appointment and Retirement of Trustees and Deeds to appoint assets out of the trust to one or all of the trusts beneficiaries. We also offer professional legal drafting for the following:- • • • • • • • • • Disabled Persons Trusts Personal Injury Trusts Deeds of Gift Spousal Bypass Trusts Pension Trusts Declarations of Trusts First Registrations of Property Deeds of Variation Winding up of Trusts – appointing out of Trusts • Assenting Property from deceased’s estate to beneficiaries grace, happiness, gentleness