The Need
A client needed a legally valid family trust structure that aligned with broader estate and succession planning objectives.
The Risk
If the trust was not structured and registered properly, it could create governance problems and weaken the intended estate planning outcomes.
What Barnard Did
Barnard drafted the trust deed and facilitated the registration process to establish the trust on a compliant legal footing.
Next Step
A client needed a legally valid family trust structure that aligned with broader estate and succession planning objectives.
