Phone: +64 9 263 4528

Succession Planning, Family Trusts and Estates

succession_375Family Trusts can be asset protection entities and provide means for people to legally organise their property affairs in a number of ways to benefit their family, including themselves.

Some of the uses of Family Trusts include eligibility for Rest Home Subsidies, protection against Death Duties (if re-introduced), Creditor protection, family protection, protection against Wills and Estates claims and minimisation of Tax liability.

Here are some examples of the types of things we deal with:

  • Property ownership structures and agreements
  • Family Trusts establishment
  • Family Trusts administration and gifting programs
  • Trustee advice, meetings and resolutions
  • Enduring Powers of Attorney
  • Care and Protection of the Elderly
  • Relationship Property Agreements
  • Wills
  • Estate administration