We can advise on the structuring and formation of trusts, together with the necessary transactional work required to transfer assets to the newly formed trust.
The new Trusts Act 2019 comes into effect on 30 January 2021. It is the most significant reform in trust law in 70 years. We can advise settlors and trustees to ensure that they are complying with the new legislative regime.
Estate planning is all about having a plan for your assets and finances after you pass away. A successful estate plan requires a thorough assessment of your needs, goals and family relationships.
If you’re concerned about the succession of a family business, we’re the estate lawyers in Auckland to help you consider the best ways to maintain and structure the business after incapacity or death, including who will succeed to the family business, how, when, and in what manner family members will receive interest in the business and what assets passive family members may receive in lieu. We think that you will be impressed with how we can help.
Often, the estate planning process involves the execution of multiple documents, including:
Enduring Powers of Attorney
An Enduring Power of Attorney (EPA) will enable you to appoint someone to manage your property and or personal care and welfare if you are unable to do so yourself. We can prepare these documents and provide the necessary certificates as required by law.
We can ensure you have an up to date will. We can also discuss the possibility of any claims against your estate to ensure that these risks are minimized when the will is drafted.
We routinely act in the administration of estates including:
- Application for probate and letters of administration
- Attending to the sale of properties and closure of estate bank accounts
- Attending to the distribution of estate funds.
Contact us to get find the right legal support from an experienced West Auckland lawyer when you need it.