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Estate Planning · Trusts

Trusts — quiet structures that carry a lot of the load.

A trust is a tool, not a goal. Used well, it shifts tax, smooths succession, protects vulnerable beneficiaries, and keeps assets off the public probate record. Used poorly, it creates compliance work for years and unlocks none of the benefit. We design the structure first and document second.

Lawyer preparing a trust deed at a desk

01 · Who This Is For

For families and business owners with assets worth structuring.

Trusts are not just for the very wealthy. Owner-operated businesses, blended families, vulnerable beneficiaries, and clients with cross-border ties all routinely benefit from a properly designed trust.

  • Business owners considering an estate freeze
  • Parents providing for a child with disability
  • Spouses planning around blended families
  • Owners of recreational and family-held real estate

02 · Services

What we handle, end to end.

  • Family (Discretionary) Trusts

    Income splitting, estate freezes, and capital-gains exemption multiplication — designed with your accountant.

  • Spousal Trusts

    Testamentary spousal trusts that defer tax on death while protecting the ultimate beneficiaries.

  • Alter-Ego & Joint Partner Trusts

    For settlors aged 65+ — probate avoidance, privacy, and incapacity planning.

  • Testamentary Trusts

    Trusts created by will — for minors, vulnerable beneficiaries, or staged inheritances.

  • Henson Trusts

    Discretionary trusts for beneficiaries receiving means-tested government support.

  • Trust Administration

    Trustee guidance, annual resolutions, distributions, and 21-year planning.

03 · Our Process

Considered, coordinated, calm.

  1. 01

    Identify the Need

    We start with what the trust is supposed to accomplish — not the deed.

  2. 02

    Coordinated Design

    We design the trust together with your accountant so tax, family, and corporate structures align.

  3. 03

    Draft & Settle

    Deed drafted, trustees appointed, and the trust settled correctly — with proper documentation from day one.

  4. 04

    Ongoing Stewardship

    Annual resolutions, distributions, and review against the 21-year deemed disposition rule.

04 · Inside The Ecosystem

A trust is a multi-decade decision — design it that way.

Trusts touch tax, family law, corporate structure, and insurance. We coordinate with your accountant and wealth advisor up front and at every annual review so the structure keeps doing the work it was built for.

How SG Law connects to the rest of SG

05 · Common Questions

Answers, plainly.

06 · Continue Reading

Explore the wider ecosystem.

Within SG Ecosystem

Begin a Conversation

Find out if a trust actually fits.

A short conversation will tell you whether a trust is the right tool — and if it is, which kind, and how it should be funded.

Schedule a Consultation