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Following
are our main areas of practice, please click on
the links for more information :
Trust advice
Personal asset and tax planning
International tax planning
Matrimonial and relationship
property advice
Business succession planning
Investment structuring
Re-structuring of trusts
Independent trustee services
Charities
Wills
Probate work and estate administration
Trust and estate-related disputes
and claims
Gifting
Powers of attorney and "living
wills"
Litigation support : trust
and estate claims
Superannuation
Trust advice
We provide advice on all aspects of trust work
including opinions on legal issues relating to
trusts, the administration of trusts, resettlement
of trusts, variations of trusts, the interpretation
of trust deeds, the duties of trustees, the rights
of beneficiaries and the implications of the use
of trusts in corporate, family or succession structures.
Top
Personal asset and tax planning
We advise on estate planning and asset ownership
structures, attend to the formation of trusts,
preparation of wills, memoranda of wishes and
all ancillary documentation required for the establishment
of a personal asset plan. We will consider the
taxation implications of our client's current
situation and advise on re-structuring options
and the implications of those options.
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International tax planning
We
provide advice in relation to the use of New Zealand
trusts by non-domiciliaries and non-resident individuals.
We will accept appointment as trustees, through
corporate structures, of foreign trusts; and advise
on the tax planning opportunities on immigration
into and emigration out of New Zealand.
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Matrimonial and relationship property advice
We provide advice in relation to and prepare pre-nuptial
agreements and other "contracting out"
agreements under the Property (Relationships)
Act 1976. We provide advice on the effect and
implications of the Property (Relationships) Act
on trust structures, wills and estates. We deal
with claims under the Act upon the breakdown of
a marriage or de facto relationship or the death
of a partner or spouse.
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Business succession planning
We provide advice on appropriate structures to
be implemented to ensure continuity of a business
upon the death of a key individual, including
buy-sell agreements and "key man" insurance.
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Investment structuring
We advise on the best structures for investment
holdings, taking into account tax and other relevant
issues. We also have experience and expertise
in drafting and reviewing custodial agreements
and investment management agreements.
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Re-structuring of trusts
We can carry out the resettlement of trust assets
and act on the variation of trust instruments
including those requiring court sanction.
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Independent trustee services
We act as trustees for many of our clients' trusts
and provide trust administration services.
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Charities
We provide advice on and act in relation to, the
establishment of charitable trusts including obtaining
confirmation of charitable status from tax authorities
and incorporating trust boards under the Charitable
Trusts Act.
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Wills
We advise on how wills should be structured and
have extensive experience in drafting wills and
other testamentary documents. We also provide
advice on the interpretation of wills and beneficiary
entitlements.
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Probate work and estate administration
We handle all aspects of estate administration,
including obtaining probate and collecting, administering
and distributing estate assets. We also attend
to the re-sealing of foreign grants of probate
in New Zealand and can obtain the re-sealing of
New Zealand grants of probate overseas.
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Trust and estate-related disputes and claims
We advise on claims against trustees and executors
and under the Family Protection Act, the Property
(Relationships) Act, and the Law Reform (Testamentary
Promises) Act.
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Gifting
We manage an extensive gifting programme and have
dedicated personnel and systems to implement clients'
gifting requirements.
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Powers of attorney and "living wills"
We advise on and prepare powers of attorney and
provide opinions on the legal issues surrounding
their grant, operation and revocation. We also
advise on and prepare "living wills"
or advance directives, containing instructions
as to future medical treatment.
Top
Litigation
support : trust and estate claims
We
can assist counsel with expert advice on the implications
of trust and testamentary instruments and can
assist with the formulation or defence of claims
in trust and estate litigation.
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Superannuation
We have extensive experience in providing advice
and assistance to superannuation trustees and
corporate sponsors of employee superannuation
schemes.
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