Home Forums Money matters Can someone recommend lawyer to set up discretionary trust?

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  • #993045
    panopticon311
    Member
    • Total posts: 1

    I am in the process of setting up a family trust and I want to engage a lawyer to advise on structure and also set it up for me. I’m in Sydney, fine to travel to any suburb or cbd

    Wondering if anyone can recommend a lawyer or firm (prefer small firms where I deal with the partner) that can do this for me? Specifically looking for people who are particularly knowledgeable about practical asset protection strategies. Thank you!

    #1189529
    Lisa Crocker
    Member
    • Total posts: 221

    Hi and welcome to the forums!

    We have some lawyers in our directory so you could try there: http://www.flyingsolo.com.au/directory/legal-services/lawyers-solicitors
    and hopefully some others will step in with some personal recommendations, too.

    Cheers,
    Lisa

    #1189530
    PRO
    Member
    • Total posts: 450

    Hi

    We do setups all the time but no one in our Sydney office does at present (only property down there at this stage.) But do numerous over the phone/email for people we don’t meet in person. We charge $1650 inc GST and ASIC fees etc.

    If you would like face to face then this guy is a gun
    http://terryw.com.au/

    #1189531
    BradTurville
    Member
    • Total posts: 55

    Hey there, if you have not already engaged someone to help you out with a discretionary trust I’m happy to help you. We do a lot of structuring and asset protection advice. In 2013 I basically spent the whole year dedicated to working on structures for businesses and property investing clients.

    Unfortunately I see a lot of discretionary trusts that have been poorly established (more-so around estate planning consequences) when this can be easily avoidable from the get go by asking better questions.

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