Trusts, wills and powers of attorney

Trusts and Wills

From drafting a simple will or power of attorney, to the establishment of complex trust arrangements, our team provides our clients with the peace of mind that their legal affairs are in order and that their assets are appropriately protected.  

The Property and Personal Client Team has extensive experience advising on trusts, wills, powers of attorney and other asset protection and succession issues.  The law surrounding these areas is constantly evolving (through litigation, legislation and tax developments) and our team works with clients to ensure their assets are both safeguarded and dealt with as they wish for the future. 

We work alongside other experts within the firm to provide advice on potential Family Protection Act and Relationship Property Act issues as they relate to trusts and wills, and also with accountants to ensure wills and trust arrangements are implemented in a tax efficient manner.

Our expertise
  • Drafting and advising on wills
  • Drafting and advising on powers of attorney, including general and enduring powers of attorney
  • Drafting trust deeds for Family, Inheritance, Investment, Foreign and Charitable Trusts
  • Advising clients on their duties as trustees
  • Advising on existing trust structures
  • Varying and winding up trusts
  • Acting as trustees of trusts, including hundreds of family trusts and numerous charitable trusts
  • Negotiating and drafting agreements with and between trusts
  • Advising on charitable trust issues, including compliance with the Charities Act 2005
  • Advising on implications of gifting to family trusts and associated issues
Trusts, wills and powers of attorney experience
  • Arranging for enduring powers of attorney to be in place to meet rest home and hospital requirements, visiting clients in their own home or in hospital as necessary, and advising on capacity issues.
  • Drafting enduring powers of attorney and simple wills for clients.
  • Drafting complex wills involving complicated family situations, overseas assets, tax issues, family businesses and inter-relationships with trusts.
  • Establishing family trusts to assist with protection of family assets and the management of family wealth for future generations.
  • Establishing Charitable Trusts and ensuring compliance with the Charities Act 2005.
  • Reviewing existing trust arrangements and restructuring older mirror trusts to ensure that trust arrangements suit current circumstances.
Key contacts

CONTACT US

Level 13, The AIG Building, 41 Shortland Street,
Auckland 1010, New Zealand

PO Box 3451, Auckland 1140
New Zealand

Telephone
+64 9 303 3849

Fax
+64 9 309 0902

Email
enquiry@jacksonrussell.co.nz