Trust Law
Advice on establishing, administering, varying and resolving disputes involving trusts.
Trusts can be used to hold and manage assets, support families, operate businesses, plan for succession and protect the interests of beneficiaries. The legal rights and responsibilities involved can be complex, and the trust deed must be considered alongside applicable trust, tax, property and succession laws.
Monardo Legal advises trustees, appointors, beneficiaries, executors, families and businesses on the establishment, administration and operation of trusts. Our work can include discretionary family trusts, unit trusts, testamentary trusts, special disability trusts and trusts used in business or property arrangements.
We can assist with preparing and reviewing trust deeds, trustee appointments and changes, variations, vesting and winding up, distributions, trustee powers and duties, beneficiary rights, trust property transactions, succession planning and the interaction between trusts, wills and estates.
We also advise on trust disputes, including concerns about trustee conduct, access to trust information, disputed distributions, breaches of trust, removal or replacement of trustees and applications for court directions or other relief where appropriate.
Trust decisions can have significant legal, tax and duty consequences. We work with clients and their accounting, taxation and financial advisers where complementary advice is required. Obtain advice before changing a trust arrangement, transferring trust property or acting in a dispute. Call Monardo Legal on (02) 8006 5244 to discuss your trust law matter.