The specific Trust Purpose or investment objective, including target amount, target date and mode of termination of the Trust will be
determined by client/grantor. We will however avail the client/grantor with professional guidance on recommended minimum contributions to achieve the target terminal amount to actualize the Trust objective.
Estate Planning Product
We design a range of Estate Planning products and services made to assist in making effective and enduring estate planning
arrangements to wealthy families, high net-worth individuals, business owners and senior executives.
These products and services include confidential, stress free and cost effective estate planning and assets disposition arrangements that insulate our clients and their families from undue publicity, family disputes and delays that are characteristic of poorly planned
Estate planning can be classified broadly into Living and Testamentary Trusts.
Education Trust Fund
This product enables client to set aside either a lump sum amount or periodic contributions over time to provide for the education of the named beneficiary. The standard, level of education are determined by the client, subject to adequacy of funds in the Trust account.
The client is at liberty to make this Trust revocable or irrevocable. In other words, the client may guarantee the education of the
beneficiary by precluding itself or any future guardian from terminating the Trust or withdrawing the funds.
The attractive features of this product include but are not limited to:
Community Education Trust Fund
It has been discovered that some members of our immediate community cannot afford basic education mostly due to lack of finance. Also within the same community there are people who are willing to provide education to such indigent members of the society.
In order to provide for the indigent. The wealthy members of the community can set up community Education Trust Fund.