Change of trustee of a discretionary trust

When changing a trustee of a discretionary trust it is vital to ensure that the procedure for changing the trustee is followed exactly to the letter. Incoming trustee eligibility, States Duty Acts, and taxation consequences must also be consider

This document pack includes all the necessary documents to ensure that the change of trustee has been validly effected and recorded.

This service includes legal advice, review and tailoring as required.

What's included:

• Letter of Advice
• Deed of Removal and Appointment of Trustee
• Resolutions of Retiring Trustee
• Resolution of New Trustee
• Resolution of Appointor
• Consent to Act of New Trustee