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Publications

10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

The Duties, Office And Powers Of A Trustee

  • July 7, 2020
  • By author-avatar Fortune Manning Lawyers
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The New Zealand Law Commission is currently reviewing the law of Trusts in New Zealand. An issues paper released by the Law Commission ...

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10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Distributions From Discretionary Trusts

  • July 7, 2020
  • By author-avatar Fortune Manning Lawyers
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August 2011 Modern Discretionary Family Trusts usually provide that the trustees can pay both income and capital to the beneficiarie...

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10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Trust Administration Checklist

  • July 7, 2020
  • By author-avatar Fortune Manning Lawyers
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This checklist is put together by: Tony Fortune, a partner specialising in Trust matters at Fortune Manning Michael Humphries, char...

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10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Tax Residency And Tax Treatment Of Your Trust

  • July 7, 2020
  • By author-avatar Fortune Manning Lawyers
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For New Zealand income tax purposes the income of a Trust is separated into two parts – beneficiary income and trustee income. Trusts c...

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10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Rights Of Beneficiaries

  • July 7, 2020
  • By author-avatar Fortune Manning Lawyers
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In order to understand the rights of beneficiaries, it is useful to be aware of the duties of trustees. Duties of trustees Trustees’ ...

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10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Trust Documents – What Do You Have To Disclose?

  • July 6, 2020
  • By author-avatar Fortune Manning Lawyers
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If you are a trustee of a Trust, you may receive a request from a beneficiary or other interested person to disclose certain Trust docu...

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10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Managing Your Trust – Trustees Must Act Jointly

  • May 8, 2020
  • By author-avatar Fortune Manning Lawyers
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Most Discretionary Family Trusts provide that decisions of trustees are to be unanimous. Many commentators agree that providing for una...

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10 Dec
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Inheritance Trusts

  • May 8, 2020
  • By author-avatar Fortune Manning Lawyers
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The average Will for a parent will often remain one where a spouse leaves everything to the other with a gift over to children and a pr...

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20 Oct
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

The Importance Of A Letter Of Wishes For A Discretionary Trust

  • May 8, 2020
  • By author-avatar Fortune Manning Lawyers
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It is usual at the time a Trust is established for the settlor(s) of a Trust to provide the trustees of the Trust with a Letter of Wish...

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20 Oct
Expertise, Trust, Wills, Estates and Enduring Powers of Attorney

Choosing The Right Trustee

  • May 8, 2020
  • By author-avatar Fortune Manning Lawyers
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Many settlors of Trusts derive comfort from the fact that if they choose the wrong trustees then there is power in the Trust Deed to fi...

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  • Fortune Manning
    Level 5/12 Viaduct Harbour Avenue
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  • Email: enquiries@fortunemanning.co.nz
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    PO Box 4139
    Shortland Street
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  • Toll free phone: 0800 436 529
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  • The car park entrance is on the left as soon as you turn into Viaduct Harbour Avenue (city end) at 4 Viaduct Harbour Avenue.
  • To access and exit this car park press 17 and push the bell button to speak to reception who will open the door.
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