Trusts, Asset Protection and Estate Planning

At Schnauer and Co, we work closely with our private clients and (where necessary) other professional advisers to ensure we give advice that is tailored to our clients' current circumstances whilst allowing flexibility for the future.

Our people have significant experience in all aspects of the following:

Trusts / Asset Protection and Estate Planning

  • Trust establishment, structuring and administration - the formation of trusts, preparation of wills, memoranda of wishes and all ancillary documentation required for the establishment of a personal asset plan
  • Trust advice - opinions on legal issues relating to trusts, administration of trusts, resettlement of trusts, variations of trusts, interpretation of trust deeds, duties of trustees, rights of beneficiaries and the implications of the use of trusts in corporate, family or succession structures
  • Independent trustee services including annual gifting/trust reviews
  • Powers of attorney (including enduring powers of attorney)

Wills / Estates

  • Wills - drafting and interpretation of wills and other testamentary documents
  • Living wills - advance directives, containing instructions as to future medical treatment
  • Probate work and estate administration - obtaining probate and collecting, administering and distributing estate assets

Business

  • Business succession planning - business sales, transfer or transition of businesses to family members, introduction of new partners or shareholders
  • Charitable trusts - establishment of charitable trusts including obtaining confirmation of charitable status from tax authorities and incorporating trust boards under the Charitable Trusts Act
Andrew Schnauer


Claudia Holmes