We offer our expertise to assist our clients in relation to any civil and tax matters connected to trusts, whether to be established or already established.
We are able to establish trusts to protect individuals with severe disabilities by implementing a “life plan” tailored to meet their needs and requirements.
We are able to establish trusts in which the settlor allocates the assets contributed not to specific beneficiaries but to a well-defined purpose in the trust deed, ensuring the identification of the most suitable foreign governing law.
We assist our clients in the acts of segregation of assets in favor of the Trust, directly handling the drafting of the necessary documents, assessing legal and tax aspects, and managing interactions with the Notary.
We assume the role of Protector for trusts established by us or already established trusts where we are not simultaneously the Trustee. In this role, we verify that the Trustee’s actions adhere to the provisions of the trust deed and are oriented towards the interest of the Beneficiaries.
We are able to assume the role of Trustee for trusts established by us or by other professionals and undertake the consequent responsibilities. We aim to carry out this activity in the interest of the Beneficiaries and the Purpose of the Trust, ensuring prudent management consistent with the provisions of the trust deed.
Thanks to our considerable experience in trust matters, we are able to assist our Clients in the personalized drafting of the deed of establishment, ensuring that the settlor’s wishes and requests are converted into provisions of the trust deed. In light of our legal and tax expertise, we assist our Clients in all areas related to the trust, including tax compliance.
