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Trusts, Wills & Estates

Our specialist Trusts team provides experience in trading trusts, foreign trusts, family trusts, trusts created by will, charitable trusts, trust migration and trust administration. We are involved in advice on all aspects of trust law, in the establishment of private trust companies and in the administration of trusts.

 

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Area Experts

Our Strengths

One of our strengths is advising clients about the use of trading trusts as business structures, particularly for overseas clients, and the establishment of corporate trustees for such trusts.

  

In the foreign trust area, we advise overseas clients regarding the establishment of trusts with New Zealand resident trustees, the use of New Zealand as a tax haven and the proposed new disclosure rules which will affect foreign trusts. Where an overseas jurisdiction has suitable companies legislation, we give advice relative to the migration of trusts to and from New Zealand and we are able to provide advice on inbound and outbound trust planning for individuals moving to and from New Zealand.

  

We have extensive experience in the use of family trusts as part of estate planning  - where the trust structure is used to protect assets against creditors and to preserve assets for the benefit of present and future family members.

    

The Charities Act 2005 is the most recent piece of legislation that governs how trusts are formed and administered.  Our trust team has a thorough understanding of this Act and can apply this knowledge to benefit our clients.

| 09 Jul 2009 | Trusts
Timing is critical for ensuring an asset protection plan is effective. Article re-produced courtesy of The Independent (2 July 2009).READ MORE*