Trusts/Estates

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It is important to ensure that you manage your assets in the best possible way during your lifetime.
It may be appropriate for you to consider holding your assets in a trust and we will together with your accountant, assist you to set up a trust that best suits you. Wills and asset protection plans have significant impact on family, finance and lifestyle.

However, it is not enough to manage your assets during your lifetime, but it is essential to ensure that you set up wills so that your loved ones are not placed in a difficult position once you are gone. We will also able to help manage the administration of the estate of a departed client to enable a smooth transition of the estate from the deceased to the beneficiaries.

 

We can advise on all areas relating to Trusts, Wills and Estates, including:

Asset protection planning

  • Charitable trusts

  • Enduring powers of attorney

  • Estate administration

  • Estate planning

  • Trusts for special purposes

  • Wills preparation

    However, it is not enough to manage your assets during your lifetime, but it is essential to ensure that you set up wills so that your loved ones are not placed in a difficult position once you are gone. We will also able to help manage the administration of the estate of a departed client to enable a smooth transition of the estate from the deceased to the beneficiaries.

     

    We can advise on all areas relating to Trusts and Estates, including:

  • assisting with networks and contacts in other territories

  • sourcing advice on relevant law in other jurisdictions on setting up businesses, joint ventures and business alliances

  • advising on NZ's legal framework on doing business including investments, joint ventures, property transactions, mergers and amalgamations, financing, necessary consents, tax issues and licensing, manufacturing and distribution agreements advising clients on trans-national business and trans-national disputes

  • advising clients on trans-national business and trans-national disputes

  • advising exporters and importers

    We also liaise with relevant agencies of the New Zealand Government regarding international trade and international treaty obligations and related legislative proposals.

     

    "We have a professional trustee company to provide you with a independent professional trustee."