Trusts & Estate Planning

Whakamahere Tarati/ Purihanga

Our trusts & estate planning team offers specialist advice in asset protection for individuals, providing long term protection against:

  • Family protection or testamentary promises actions
  • Future creditors and predators
  • Relationship property claims, including the interests of children against spouses’ claims

Areas of Advice

  • Appropriate trust structures and whether a trust is appropriate in the first instance
  • Determining the best trust structure
  • Forming and transferring assets to the trust
  • Wills and enduring powers of attorney
  • Trust structures relating to provision of health services including Primary Health Organisations

Highlights of Our Work

Establishing numerous charitable trusts for major public facilities in Taranaki
Establishing and providing advice on an ongoing basis to numerous charitable trusts involved in the provision of health services in the public health sector