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.
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.
While our offices are closed for the time being, we are fully open for business. We have robust systems and are able to work anywhere. You can get in touch with your usual Jackson Russell contact in the usual ways. Office phones have been redirected to mobile numbers. We are using video conferencing and other technologies such as Zoom to ensure that the level and quality of support you receive will remain unchanged.
Level 13, The AIG Building, 41 Shortland Street,
Auckland 1010, New Zealand