Overview

概覽

The trust deed is the foundational document of any trust. Its drafting determines the scope of the trustee's powers, the rights of beneficiaries, the mechanisms for distribution, and the dispute resolution framework. We prepare and review trust documentation with precision and foresight.

信託契據是任何信託的基礎文件，其條款決定受託人的權力範圍、受益人的權利、分配機制及爭議解決框架。我們以精確及前瞻的方式擬備和審閱信託文件。

Scope of Services

服務範圍

• Trust Deed Preparation

  信託契據擬備

  Drafting bespoke trust deeds for discretionary, fixed, hybrid, charitable, and purpose trusts, whether governed by Hong Kong law or offshore law.

  為受香港法律或離岸法律管限的全權、固定權益、混合、慈善及目的信託，起草專屬信託契據。

• Deeds of Variation & Amendment

  變更及修訂契據

  Drafting deeds to vary or amend existing trusts, whether in response to changes in family circumstances, tax law, or regulatory requirements.

  因應家庭情況、稅法或監管要求的變化，起草變更或修訂現有信託的契據。

• Deeds of Appointment & Retirement

  委任及退任契據

  Preparing deeds for the appointment or retirement of trustees, protectors, and other trust officers.

  擬備受託人、保護人及其他信託職務人員的委任或退任契據。

• Letters of Wishes

  意願書

  Drafting non-binding letters of wishes to guide the trustee's exercise of discretionary powers, without creating legally enforceable obligations.

  起草不具約束力的意願書，為受託人行使酌情權提供指引，而不產生可依法強制執行的義務。

• Trustee Resolutions

  受託人決議

  Preparing trustee resolutions for investment decisions, distributions, and administrative matters.

  就投資決策、分配及行政事宜擬備受託人決議。

• Beneficiary Designation & Exclusion

  受益人指定及排除

  Drafting provisions for the addition, exclusion, or designation of beneficiaries.

  起草新增、排除或指定受益人的條款。

• Trust Instruments for Specific Assets

  特定資產信託文書

  Preparing trust documentation for specific asset classes, including shares, real property, insurance policies, and digital assets.

  為股份、不動產、保單及數碼資產等特定資產類別擬備信託文件。

• Review & Due Diligence

  審閱及盡職調查

  Reviewing existing trust documentation for compliance with current law, tax efficiency, and alignment with the client's current wishes.

  審閱現有信託文件，評估其是否符合現行法律、具備稅務效益，並與客戶現時意願一致。

Why Choose Us

為何選擇我們

Trust documentation is not a template exercise. The words chosen have legal consequences that may not become apparent for decades. We draft with an eye to the future — anticipating changes in family circumstances, tax law, and regulatory requirements — and we work closely with the client's other advisers to ensure that the documentation is integrated with the broader estate and succession plan.

信託文件不能僅靠套用範本。用語所產生的法律後果，可能相隔數十年才顯現。我們起草時着眼未來，預先考慮家庭情況、稅法及監管要求的變化，並與客戶的其他顧問緊密合作，確保文件與整體遺產及繼承規劃相互配合。