Trusts & Estate Planning

 

We’ve been advising on trusts since 1924 and they remain relevant today as we continue to form numerous trusts for our clients and advise on and act in the administration of those trusts, frequently as an independent trustee. Done right, a trust can provide vital protection and keep your family’s wealth safe to pass on to the next generation. Our experts will assess your situation and advise whether a trust is right for you and how to correctly and effectively operate one. 

Trusts and wills should form part of a well-thought-out, integrated estate plan along with enduring powers of attorney, both for property and personal care and welfare. Come and talk to us about your wishes for your assets and we’ll work with you to structure a plan that achieves your goals.

Trust and Estate planning areas we can help you with include:

  • Private Family Trusts
  • Inheritance Trusts
  • Single Purpose Trusts
  • Gifting to trusts and family
  • Creditor Protection
  • Advice on and drafting of wills
  • Powers of Attorney – for property and personal care and welfare
 
 

Contact a member of our team to help you with issues in this area

Tom Nelson-Parker

Tom Nelson-Parker

Partner

Areas of expertise: Property transactions; commercial law; trusts and estate work.... More

John Sieprath

John Sieprath

Partner

Areas of expertise: Property transactions including subdivisions; trusts, wills and estate planning and administration.... More

Philip Norton

Philip Norton

Partner

Areas of expertise: Commercial law; family work, including company restructures, family trust formation and administration, powers of attorney, estate administration, estate planning, wills; and sale and purchase of businesses, shares and property.... More

Patrick O’Halloran

Patrick O’Halloran

Partner

Area of expertise: Conveyancing (sales, purchases, refinances), trusts, wills, estate administration, leases, business sales and purchases and all property-related matters.... More

Stephen Temm

Stephen Temm

Consultant

Area of expertise: Property and business transactions, estate planning and administration, trusts, relationship property, elder law issues, and Family Protection Act claims.... More

Lance Wiltshire

Lance Wiltshire

Consultant

Area of expertise: Property and commercial law, trusts, succession planning, wills and estates... More

Antoinette Searle

Antoinette Searle

Solicitor

Area of expertise: Commercial and conveyancing matters, trusts, wills, estates and estate planning.... More

Matthew Sims

Matthew Sims

Solicitor

Area of expertise: Buying and selling businesses or property; commercial contracts; preparing trusts and wills.... More

Peter Clayton

Peter Clayton

Senior Legal Executive

Area of expertise: Property transactions, estate administration and wills... More

 
 
 
 

Contact Us

+64 9 295 17008-10 Queen St, Papakura 2110, Auckland

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