The Trust Service – Comprehensive Planning

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Published on 20/10/2012
BlackmanSpargo has developed a Trust Service which will focus exclusively on trust administration.

It is important that trustees’ manage the trust properly to ensure compliance with their duties as trustees. This includes meeting with the trustees on a regular basis to review the trust.

For trusts with valuable trading assets, we think that the trustees’ meeting should be extended to not only planning for the trust but also planning for the family and business.

The trustees should consider developing a comprehensive plan comprising a family plan, a business plan, an estate plan, a risk management plan and if necessary, a succession plan.

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