Initial Consultation: During the initial consultation, we carefully analyze your needs and expectations, the context and objectives regarding the trust. This step is also essential to the proper future functioning of the trust.
Statute preparation: Based on this information, we will arrange for the preparation of the trust's statute, which sets out the rules governing the operation of the funds, the administration and the relationship between the settlor, trustee and the beneficiary(ies). The statute is a key document that defines the purpose of the fund, the rights and obligations of all parties involved and the rules for the release of assets. We will prepare the document taking into account all legislative requirements, the specific needs within your situation and the current case law of the courts.
Identification of assets: We will arrange for the earmarking or other appropriate method of transferring assets to the trust in accordance with the applicable legislation. These assets may include, for example, real estate, money (including historical coins), works of art, business shares, shares (other securities), etc.
Transfer of property: We will ensure the process of transferring (or segregating) assets to the fund is carried out carefully and in accordance with all legal requirements.
Identification of necessary authorisations: We will arrange for obtaining all necessary registrations, authorisations and registration of the trust with the tax authorities.
Filing of applications: We will prepare and file all necessary applications for authorizations and registrations, registration in the Register of Trusts and the Register of Beneficial Owners (with an emphasis on protecting the privacy and rights of minors).
Administrative and professional support: We will provide you with expert support and supervision in the management of the trust fund.
Administrative oversight: Our professionals can oversee the administration of the assets to ensure that all activities are carried out properly and efficiently.
