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CHAPTER 8


Don’t leave it all to chance. With sound and timely professional help, all these problems may be solved through the strategic use of an appropriate trust -- for example, a gift to a Discretionary Trust would mean your children and grandchildren can benefit from your gift but the asset would not enter their estate, thus protecting the assets from possible future claims. By gifting to a Discretionary Trust, the donor retains full control but cannot have access to, or benefit from, the funds.


Don’t leave it all to chance.


This type of planning is dependent upon individual requirements and the value of the estate, so specific individual advice would be required. What is certain is that ‘time and tide waits for no man’ (or woman), so now may be just the right moment to secure the financial future of your own dynasty.


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