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-Trusts
Our highly experienced trust specialists will work to ensure your trusts are structured and managed in a way which protects your assets and looks after you and your goals in the long term.
No matter the type of trust you are considering, we want to make sure you are aware of all your options, as well as all other details, big or small. We have experts in everything from the establishment and reorganisation of trusts, management of trusts and trustee duties and obligations, asset protection and ownership structures to complex family and succession matters.
- Trust Establishment and Asset Transfer
- Asset Protection
- Succession Planning
- Trust Reviews
- Estate and Retirement Planning
- Private Family Trusts
-Meet the experts
SEM
Sheree Merritt
Trusts Specialist/Registered Legal Executive
-What You Need To Know
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If you're a first time client, we'll need to do some AML checks.
For our new clients, under the AML/CFT Act we need to take appropriate measures to guard against money laundering and terrorism financing. Part of this is the requirement for us to sight and verify your identity. We ask that you bring visual identification, and potentially supporting documentation. Please click here to view the acceptable identification and documentation.
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What I should bring to the first meeting?
Depending on the item you'd like to discuss, it's good to be able to bring along any documentation you feel will help us understand your situation and requirements. Don't worry if you are not sure, our first meeting is all about understanding what support and advice you need.
-Learn Who CR Law Is...
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