Are your trust beneficiaries flourishing?

It is true to say that, almost without exception, every creator of a family trust has the intention to enrich the lives of their beneficiaries. Rather alarmingly, however, in their book “Family Trusts – A guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators” the authors note that when conducting polls of beneficiaries and asking […]

The role of a protector and what qualities should you be looking for.

The concept of a trust is essentially very simple: One person holds legal title to an asset for another. Ordinarily there are three parties to a trust relationship: The person who creates the trust (usually referred to as the “settlor”), the person who controls the trust and its assets (“trustee”), and those who are to […]