Are you needing a change the beneficiaries, unitholders, trustees or appointor/principal of your trust? OR
Are you needing documents to comply with Family Court Orders or a Binding Financial Agreement in relation to your trust? OR
Is your loan approval subject to making amendments or preparing documents to address issues in your trust documentation?
DGF Morgan provides tailored solutions for trust-related matters, including discretionary and unit trusts. Our services include preparing documents to amend trust deeds, change the beneficiaries of discretionary trusts, issue/transfer units in unit trusts, change trustees and other officeholders and advise on stamp duty issues. We also assist with preparing documents to address errors and missing documentation. Our goal is to ensure compliance with relevant procedures in your trust documentation.
Our goal is to protect your property interests and ensure transactions proceed smoothly and legally.
Tailored solutions for managing discretionary and unit trusts, ensuring alignment with legal requirements.
Ensure your trust deeds are amended in compliance with the terms of your trust deed, supported by expert legal advice.
Navigate complexities arising from compliance with Family Court orders while also ensuring compliance with the procedures in your trust deed.
Addressing lender and bank requirements in relation to your trust documentation.
Managing changes to beneficiaries within trust arrangements while maintaining legal compliance and fulfilling intentions.
Facilitating changes in trustees and officeholders within trusts while adhering to legal procedures and obligations.
Preparation of rectification documents to correct errors or omissions in trust documentation, ensuring legal clarity and compliance.
Facilitating the issuance and transfer of units within unit trusts, ensuring smooth operations and legal compliance.
Considered advice regarding resettlement, stamping and duty issues that may arise with changes to your trust documentation, supported by comprehensive legal guidance.
