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TRUST AND TRUSTEE SERVICES

Asset Protection & Confidentiality

The trust minimizes the reporting requirements or declaration of beneficiaries. When set up in accordance with relevant creditor protection laws it enables the protection of the trust’s funds.

International Tax Planning

Taking into account the residence of the settlor and beneficiaries, a trust is an efficient tax-planning tool for income, capital gains and estate tax planning.

Estate & Succession Planning

A trust can ensure the distribution of assets to beneficiaries, including to minors and disabled individuals, which would not be possible under local heir ship laws.

Continuity

The trust is used for laying the guidelines and allocating decision powers after the death of the settlor, or in the event of disability of the settlor.

Copaz T&T Consulting AG| Birmensdorferstrasse 123 CH-8003 Zürich | T +41 (0)43 268 83 65 F +41 (0)43 268 68 59 | copaztt@copaztt.ch
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