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TRUST SET UP AND MAINTENANCE

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Trust is an effective tool for succession and/or wealth planning

Trust can be your protected resources to help you with your financial needs in case of health problem

Trust can protect your assets from estate taxes and probate costs and therefore maximize the amount leaving to your loved ones

Purposes of a trust could be: taxation, privacy, charity, wealth succession and long-term care

What We Do For Our Clients

To understand the client’s needs by meetings and discussions

To introduce different features of trust to enable client to choose according to his/her own needs

To arrange legal expert to draft the necessary trust documents for clients ensuring what client wants would be done

To maintain and operate the trust during the life of the trust in the capacity of trustee

工作會計師

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