TRUSTS AND ESTATES

Setting up a trust can be an important and valuable asset for both your business and for you personally, but expert advice to guide you through the many facets of Trust establishment and maintenance is essential to you.

Our Trust Administration is designed for the typical family trust where the sole assets are passive assets (such as the family home). For an annual fixed fee Markhams can assist with establishing your Trust as well as assisting with the administration of your Trust as follows:

• Preparation of Annual Gifting documents and filing with the Inland Revenue Department
• Preparation of Annual Minutes of the Trustees
• Maintenance of the Trust File
• Maintenance of the Trust Register of Assets and Liabilities