Skip to content Skip to sidebar Skip to footer

Dedicated support for trusts created from medical negligence settlements, providing long-term financial management and care.

What is these Trusts?

This trust is established by a court order or voluntary agreement (settlement). Funds under administration become available due to a successful action for damages arising from injuries sustained by the beneficiary while in the care of medical professionals (emanating from claims against the medical fraternity based on negligence).

Administration

  1. Professional trust administration and experienced trustees.
  2. A dedicated full-time specialist trust administrator.
  3. A dedicated full-time Case Manager and Occupational Therapist.
  4. We are leveraging technology to provide 24-hour access to a trustee/administrator.
  5. Short turnaround periods on requests and payments (same-day to 48-hour timelines).
  6. Flexible approach towards maintenance and needs of the clients based on annual reviews of financial and medical needs.
  7. Audited annual financial statements
  8. Distribution of financial statements on an ad-hoc, monthly, quarterly and annual basis.

Financial and Investment Management

  1. Annual financial and medical needs reviews are done on each trust to ensure customized investment solutions.
  2. Independent, reputable investment managers, fund managers and financial advisors are appointed.
  3. Tailor-made financial solutions suitable for the unique needs of each beneficiary to prevent untimely depletion of trust funds.

Fees

Acceptance FeesDrafting FeesManagement FeesTermination and Distribution Fees
0.75%R50001%2%
Cart0
Cart0
Cart0