trusts & trustees

The business looks at technical and practical elements, benefiting from the experience and expertise of many years alongside some of the main institutional operators, which also extends to the reorganisation of assets for purposes related to succession and corporate planning, as well as assistance in litigation.

The Focus Team analyses the issues underlying the use of the trust – including in relation to tax aspects – and advises professional trustees in preventing conflicts and protecting their prerogatives in the event of claims by beneficiaries and third parties. The activity also extends to the protection of beneficiaries and/or any disputes relating to the instruments used. 

Examples of our case histories:

• An entrepreneur, owner of a qualified shareholding in the family business of which he is founder and director, as well as owner of assets in Italy and abroad, asks us to assess, in the light of a complex family situation, the establishment of a family trust for the management of the entire assets for the purposes of the generational transition.
• A trust is administered by a trust company to which, following distribution to the beneficiaries, a mismatch with the provisions of the deed of establishment is disputed. We are asked to assist the trustee in a multi-jurisdictional litigation, with analysis of the issues, including in terms of applicable jurisdiction, given that the assets are of the worldwide trust fund.
• One beneficiary asks us to analyse the work carried out by the trustees of the trust founded by his father, examining both legal and tax compliance issues.