New Zealand Trusts are generally settled to own family and/or business assets as part of a larger succession plan. The assets are transferred from personal ownership into the names of the trustees for the benefit of identified beneficiaries.
Making a will
Everyone needs a will. Most of your life is spent working to build up assets to provide security for yourself and your family. Making a will is the only way in which you can make sure that your lifetime's work is passed on to the people you choose.
Health and Safety
The Health and Safety at Work Act 2015 and regulations came into force on 4 April 2016 and made significant changes to the duties and obligations of business owners, directors, managers and workers.
Residential Care Subsidies
If you or a loved one is nearing retirement or looking at entering a retirement home, resthome or hospital care, you may be able to obtain a residential care subsidy.
Choosing an executor
Your will appoints the executors and trustees who hold, manage and distribute your assets after your death, in accordance with the directions given in your will. When making a will, choosing the right executor is an important decision.
Enduring Powers of Attorney
Appointing an Enduring Power of Attorney may save your friends and loved ones the complication and expense of applying to the Family Court if you become incapable of looking after yourself.
Beneficiaries of an Estate
While an executor of an estate will generally have regular contact with and advice from the lawyer assisting them administer an estate, a beneficiary named in a Will often doesn’t have the same information available to them.