All Topics / Legal & Accounting / Trust Deeds!

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  • Profile photo of PosEnterprisesPosEnterprises
    Member
    @posenterprises
    Join Date: 2006
    Post Count: 290
    January 19, 2007 - 7:32 am

    Hi has anyone here had a Trust Deed HDT – drawn up by Dale Gatherum-Goss. I am thinking about using him and heard he was was really good.

    Also do i have to have a Lawyer have a look at the deed also?

    What questions should i ask the Accountant to put in the Deed or does he have a standard deed for everyone?

    Thanks[blink]

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213
    January 19, 2007 - 8:46 am

    Accountants get their deeds from another company. They don’t draw them up as they are legal documents. But they can offer advice on how to structure them in regards to trustee and beneficiaries etc.

    No need to get a lawyer to look at it, unless you want to spend some more money.

    Questions you should ask include who should be in what roles in the trust.

    Terryw
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