Protect your assets!

Protect and manage your assets effectively...

Our goal:

To assist you in implementing the necessary structures for

the protection of your assets and well-being...

Trust With a Right of Reversion

Congratulations, you have chosen a Trust With a Right of Reversion.

An undefined tax term that generally refers to a trust where the trust deed provides either that the assets transferred by the settlor may eventually revert back to the settlor or that they cannot be disposed of without the settlor's consent or in accordance with their instructions. In the presence of such a trust, the income and losses of the trust are deemed to be those of the settlor due to the attribution rule applicable to trusts with a right of reversion.

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Protection against legal actions

The main objective is to protect an individual's assets from potential creditors, except for existing or known claims and lawsuits at the time of establishing the trust. The trust is established during the taxpayer's lifetime.

Tax reduction

For centuries (over 400 years), trusts have served as a tool for estate planning, asset protection, and wealth transfer. Several tax and strategic management features of trusts allow for the reduction, deferral, and sometimes even elimination of income tax.

Asset protection

Transferring or donating to a trust allows for the protection of assets such as money, real estate, land, musical instruments, artwork, cultural property, environmentally sensitive assets, etc., from future creditors, landlords, banks, and governments.

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Income splitting

Primarily aims to distribute income among family members, typically at the discretion of the trustee(s). The income includes capital gains, dividend income, and interest income, among others.

Exemption

An exemption is a waiver of payment of tax, duty, or fee under certain conditions defined within one or more laws. The low income of individuals is a basis for exemption from certain taxes or fees.

Donation structure

The majority of donations are made in the form of money. However, it is also possible to donate in other ways. For example, one can choose to donate a real estate property, land, a musical instrument, artwork, cultural property, environmentally sensitive assets, etc.