Beneficiary Defining ‘beneficiary’ for purposes of this article A beneficiary is a person who has a legal right to the use Read More +
Intergenerational Assets What are Intergenerational Assets? By intergenerational assets, we refer to assets – that a family accumulates over time and then Read More +
Discretionary Trusts As the description infers, discretionary trusts are structures under which the controllers exercise discretion in undertaking their responsibilities. Trustees are Read More +
Unit Trusts This article on Unit Trusts specifically addresses trust structures used – in the public realm, by investors seeking to pool Read More +
Testamentary Trust benefits in estate planning Estate Planning strategy Testamentary trust benefits in estate planning are extensive. They range from flexibility for the testator; to clarity Read More +