Wills, trusts, powers of attorney & succession planning

"for uncommon, common sense you can rely on."
Wills | Trusts | Lawyers Hamilton

Planning and providing for your family’s future is one of the most important things you can do. This can include putting in place:

  • a well drafted will, and reviewing it when your circumstances change (eg. you marry, separate, have children/grandchildren);
  • enduring powers of attorney so a trusted person can look after your affairs if you are not able;
  • a family trust to protect your assets now and/or to continue to hold assets for family members after you pass away.

If you take the time now to put in place an effective will and other succession planning steps you could save your loved ones a lot of unnecessary stress and expense at a time when you are no longer there to help.

Family trusts are very common in New Zealand. They are used mostly by those in business for creditor protection, but sometimes also to frustrate future relationship property claims either against yourself or your adult children (succession planning) and, for some, to minimise assets for the purpose of a later rest home subsidy application. However, the rest home subsidy rules have recently been tightened significantly by the government. Want to know more? We’d be happy to advise whether or not a family trust is necessary or desirable in your particular circumstances…

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Our services include:

  • Advising on and establishing family trusts
  • Transferring assets to trusts
  • Changing trustees, amending and winding up trusts
  • Wills and enduring powers of attorney (EPOA)
  • Court applications for appointment of ‘property manager’ and ‘welfare guardian’ where no EPOA exists

Call us today for professional, experienced and practical advice with a smile.

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