Structuring Succession Planning Trust Services

We make decisions everyday, delaying the thought of planning for one’s own estate can be a very costly one. The transfer of one’s own lifetime’s work is therefore an extremely important step, which really should be planned in a considered and structured manner. Jefferson Trust’s team of specialists can help you with creating a long-term succession plan. We can do this by a number of  suitable instruments (trusts, wills, foundations, insurance products) depending on your situation, opening up numerous possibilities for a well-ordered transfer of assets to your successors:

  • Maintenance and safeguarding of lifetime’s work
  • Multi-generational assets transfer
  • Death is not the end of your intetions
  • Responsibility for future generations
  • Guarantee of education and upbringing
  • Legacy and family reputation and values