TRUST FORMATION & TRUSTEESHIP

At Jáuregui-Hogan Trusts, we act as founding or successor trustees for a range of trust structures, including those established for personal, family and charitable purposes. Our service is governed by law, informed by experience and anchored in ethical discretion. We help Clients formalise trusts that serve both private legacies and public benefit.

What This Service Involves:

• Structuring advice on the appropriate form of trust—including private, family and charitable trusts;

• Drafting or reviewing trust deeds in collaboration with legal advisors;

• Clarification of settlor, trustee, and beneficiary roles;

• Assistance with legal setup and tax registration, where appropriate;

• Acting as founding or replacement trustee;

• Liaison with your solicitor or nominated advisors;

• Support for trusts proceeding to registration with the Charities Regulatory Authority.

Who This Is For:

• Individuals wishing to structure personal or family-held assets;

• Families seeking intergenerational protection or distribution of property;

• Clients establishing a trust for succession, stewardship or philanthropic aims;

• Religious or charitable groups wishing to form a compliant charitable trust;

• Solicitors or advisors seeking a capable, discreet trustee entity.

Why Work With Us:

• Principled and discreet approach to fiduciary responsibility;

• Familiarity with personal, philanthropic and charitable structuring;

• Seamless collaboration with secretarial, legal, and administrative services;

• Ethically governed, Client-led trustee relationships.

Legal Context

Trusts in Ireland are governed principally by the Trustee Act, 1893, together with subsequent legislation. Charitable trusts may also be subject to the Charities Act, 2009.

We work with Clients and their legal advisors to ensure that every trust is optimally structured and appropriately documented in accordance with Irish law and equitable principles.