Trust, Wills, Estates and Enduring Powers of Attorney

Tax Residency And Tax Treatment Of Your Trust

For New Zealand income tax purposes the income of a Trust is separated into two parts – beneficiary income and…

5 years ago

Rights Of Beneficiaries

In order to understand the rights of beneficiaries, it is useful to be aware of the duties of trustees. Duties…

5 years ago

Trust Documents – What Do You Have To Disclose?

If you are a trustee of a Trust, you may receive a request from a beneficiary or other interested person…

5 years ago

Managing Your Trust – Trustees Must Act Jointly

Most Discretionary Family Trusts provide that decisions of trustees are to be unanimous. Many commentators agree that providing for unanimous…

5 years ago

Inheritance Trusts

The average Will for a parent will often remain one where a spouse leaves everything to the other with a…

5 years ago

The Importance Of A Letter Of Wishes For A Discretionary Trust

It is usual at the time a Trust is established for the settlor(s) of a Trust to provide the trustees…

5 years ago

Choosing The Right Trustee

Many settlors of Trusts derive comfort from the fact that if they choose the wrong trustees then there is power…

5 years ago

Getting The Power Of Appointment Right

Many Discretionary Trusts are set up by two spouses (“settlors”). They often appoint themselves as trustees along with an independent…

5 years ago

Key Steps In Establishing An Asset Protection Programme Using A Family Trust

Objective of programme: Endeavor to protect against: relationship property/family protection claims future re-introduction of estate duty or capital tax unknown…

5 years ago

Trust Overview

Purpose of Family Trusts The following comments relate generally to Discretionary Family Trusts. They are intended to be by way…

5 years ago

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