Estate Planning

• Living Trusts are created through Trust Deeds or by a Declaration of Trust and take effect during the lifetime of the Settlor as against the Testamentary Trust. The benefits include speed and confidentiality of execution of Estates, reduction of administrative costs, tax efficiency, elimination or reduction of disputes/acrimony over entitlements as well as the opportunity for a test run during the lifetime of the Settlor.
• Education Trust is a Trust arrangement that clearly specifies that the Trust funds should be used for the education of its beneficiaries. We help tailor the Trust Deed according to the Settlor’s preference and wishes for the named beneficiaries.
• Testamentary Trusts is a Trust arrangement created by a Testator though Wills for the benefit of beneficiaries upon his death. We ensure professional management of he assets of the deceased testator.
• Wills and Executorship: Where the Trustee is a named executor the estate, the Trustee ensures that the wishes of the testator as stipulated in the governing document is strictly adhered to.
• Procurement of Letters of Administration: Our services extend to the procurement of Letters of Administration and Grant of Probate after the death of the Testator, for the beneficiaries as they require an instrument of authority to claim the assets of the deceased.
• Nominee and Custodial Services: We offer custodial services to individual and corporate Clients. We act as Custodians of important legal/title documents, share certificates and other valued articles belonging to our Clients. Benefits includes safe keeping of assets as well as adherence to Client’s wishes as stipulated in the Custody Agreement.
• Family Office Trust are set up to manage the family estate as a single entity, thus actively preserving wealth, organizing it to ensure continuity. It can be used for succession planning.
• Charitable Trust (Foundations and Endowments) are arrangement/organization designed to accumulate, preserve, manage, and utilize wealth over time for public/ charitable purposes over a lengthy period of time or even in perpetuity.

• Debenture & Consortium Lending Trusteeship: We advise on a security structure for the transaction which will support affordable costs within the ambit of the law in Consortium lending transactions.
• Custodial Services We are fully equipped to hold confidential original Title Deeds for the benefit of transacting parties.
• Escrow Services: We provide escrow agency services to parties in need of an independent unbiased third party to hold an escrow amount until the determination of the transaction.
• Loan Syndication: We advise on a security structure which will support affordable costs within the ambit of the law in Loan Syndication transactions.

• Bonds Trusteeship: We act as Trustees to Bonds and Notes issued by the Federal, State, Local Governments and Corporate institutions wherein we secure and protect the interest of the Bondholders or Noteholders and monitor Issuer activities in order to ensure compliance with the Trust Deed, the Securities and Exchange Commission Rules and the Investment and Securities Act, 2007.
  
  We also manage Sinking Funds to generate competitive returns and ensure timely payment of coupon and principal repayments to Bondholders/Noteholders respectively whilst taking proactive steps to prevent loss of investors’ funds.
  
  We bring our hands-on experience to bear by striving to help our clients achieve their strategic objectives through Debt Issuances in capital market transactions.
• Collective Investment Schemes Trusteeship: We act as Trustees to various Collective Investment Schemes (Mutual Funds and Real Estate Investment Trusts), providing our clients with security on their investments. As Trustees, we monitor Fund Managers’ activities to ensure compliance with the Trust Deed, Prospectus and relevant regulations.
  
  We also act on behalf of Unit holders and keep custody of the scheme’s assets. Our role as Trustee in such schemes includes undertaking Trust Services in fulfilment of Rule 110(1) of the Securities & Exchange Commission Rules issued Pursuant to the Investment & Securities Act, 2007, which provides that Trustees of Collective Investment Schemes perform prescribed functions.