The Pros of Having a Professional Trustee

Signing Document

Our Trusts team were appointed as a professional trustee under the Will of a client who wanted to ensure that his adult children were appropriately provided for, but taking into account their differing needs and financial positions. They wanted to ensure that there was an impartial trustee with the relevant expertise to ensure that the… Read more »

What to do with a Will with a Trust

Signing Document

Our Trusts team were approached by executors who had been appointed as trustees of a Trust that was created by the terms of the Will. They had never acted as trustees before and we were able to help explain to them their role, how the trust works, what their powers and duties are and the… Read more »

Termination of Trusts

The termination of trusts can happen for a number of reasons, but may last for a maximum period of 125 years by law. Most Trusts will be wound up before this period and we can assist the trustees at this point. This may be because a beneficiary has reached the age that they have become… Read more »

Helen Kelly

Helen Kelly, Partner at SAS Daniels

I am a Partner and Head of the Trusts team. I assist clients with setting up, administering, varying and terminating all different types of trusts. I also act as a professional trustee. I am STEP (Society of Trust and Estate Practitioners) qualified and am a committee member of the STEP Cheshire branch. I am also the North… Read more »