Publication date: 04.06.2025
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Establishing a Family Trust: Legal Support by Attorney Olena Botvyna
In 2025, attorney Olena Botvyna provided comprehensive legal support in the establishment of a family trust for her client. As part of the project, she prepared all necessary legal documentation, ensured the notarization of founding acts, and submitted the application to the State Register of Family Trusts. In addition, she coordinated the transfer of assets to the trust and assisted with opening a dedicated bank account. This case demonstrates a high level of professional expertise and meticulous attention to detail in the field of private law.
Case Overview
The client decided to create a family trust to efficiently manage personal property, protect assets, and structure inheritance. Attorney Olena Botvyna undertook full legal representation, guiding the client from the initial consultation to the official registration. She prepared the founding documents, including the charter, trust deed, and property inventory, coordinated with the notary, and secured the registration in the state system.
- Analysis of the client’s needs and selection of the optimal legal form for the trust.
- Drafting the founding documents: charter, deed, asset description.
- Notarial support for official document certification.
- Filing the application and supporting registration in the Family Trusts Register.
Key Implementation Stages
1. Strategy Development
Following the initial consultation, the attorney developed a personalized strategy for establishing the trust based on the client’s personal and financial objectives. The amount and type of assets to be transferred to the trust were defined, as well as the form of future asset management.
2. Document Preparation
- Drafting the trust charter in compliance with Ukrainian law.
- Preparing the founding deed with all required signatures.
- Compiling a list of assets to be transferred to the trust.
3. Registration Process
- Submitting documents to a notary for certification.
- Filing the application to the Family Trusts Register of Ukraine.
- Obtaining the registration extract and opening a bank account for the trust.
Case Results
- The trust was successfully registered in the State Family Trusts Register.
- The client transferred the designated assets to the trust according to legal procedure.
- A separate bank account for trust operations was opened.
Frequently Asked Questions
What is a family trust?
A family trust is a legal entity established for managing personal or family assets, preserving wealth, and planning inheritance.
What documents are required to establish a trust?
The trust charter, founding deed, asset inventory, registration application, founder’s identification, and notarized certifications.
Is it necessary to hire a lawyer to create a family trust?
Yes, an experienced attorney can help avoid legal errors, prepare proper documentation, and guide you through every step of the registration process.
This case handled by attorney Olena Botvyna demonstrates the importance of professional legal support in the formation of a family trust. Through a comprehensive and well-coordinated approach, the client successfully implemented a secure and efficient asset management structure that supports long-term family stability.
If you are considering establishing a family trust, it is advisable to consult a knowledgeable lawyer who can tailor the process to your individual goals and ensure full legal compliance.
