Client Facing Guide to Trusts
Morning
Has anyone come across a good guide to Trusts (specifically lifetime discretionary trust) for clients?
We have a client who still doesn't understand the legal structure and Trustee responsibilities (believe me, we have tried), so I was wondering if a third party 'brochure' or guide would help him digest the information.
Thanks
Comments
Hi Sam
What do you mean by lifetime discretionary trust?