Trusts, Estates and Wills
Trusts are a common structure for both personal and commercial purposes and there are a number of different types of trusts. It is imperative for people forming trusts to consider the reasons for which they are doing so and to ensure that these reasons are valid in each individual and family circumstance. The law of Trusts is constantly changing and Trusts can be prone to attack if administered incorrectly. Our team is well equipped to establish Trusts that meet your requirements and to assist with the administration of existing Trusts including the transfer of assets and necessary gifting. If you want to discuss a trust as a means of asset and succession planning, then please contact one of our trust and asset protection specialists below.
Is a Trust right for you?
There are many good reasons to have a Trust. And there are many different types of Trusts available. What are common reasons to set up a trust?
- To protect your assets in a wide range of situations
- Provide protection from Property Relationship claims
- Provide for your family and future generations
- Protect against creditors
- For effective tax and estate planning
Setting up a trust may provide the solution you are looking for, but we will take you through the advantages and disadvantages so you can decide if this is your best option.
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| Ron Backhouse Partner Phone (07) 834 6038 Email Ron |
Glenda Graham |
Barry Webber Trusts Manager Phone (07) 834 6154 Email Barry |
Carolyn Stowell Legal Executive Phone (07) 834 6014 Email Carolyn |
Find out more about our Trusts and Estates Team
Estates
We recognise that it is imperative that clients’ affairs are dealt with in a sensitive, dignified and tidy fashion following their death. We are able to advise on the processes involved in administering an estate, the necessary documentation to obtain a grant of probate where a Will is available, the administration of intestate estates and the collection and distribution of estate assets, whether in New Zealand or overseas. If you wish to discuss any aspect of Estate Administration, then please contact one of our specialists below.
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| Annette Tunley Registered Legal Executive Phone (07) 834 6007 Email Annette |
Glenda Graham |
Wendy Law Registered Legal Executive Phone (07) 834 6094 Email Wendy |
Find out more about our Trusts and Estates Team
Wills & Powers of Attorney
It is important that all persons have a Will which correctly records a person’s wishes for the distribution of assets on their death. We are specialists in advising clients in regards to the options available for the distribution of their assets via their Will and advising them in regards to the possible implications and risks of distribution of their estate in that manner. The law has certain procedural requirements in regards to the execution of Wills and for this reason, seeking specialist legal advice in this area is imperative.
Enduring Powers of Attorney ensure that should you be unable to manage your own affairs, someone is appointed to do so on your behalf. We provide advice on appointing suitable attorneys and putting Enduring Powers of Attorney in place for both property and personal care and welfare.
If you wish to discuss the preparation of a Will or Enduring Power of Attorney, please contact one of our specialists below.
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| Wendy Law Legal Executive Phone (07) 834 6094 Email Wendy |
Barry Webber Trusts Manager Phone (07) 834 6067 Email Barry |