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Trusts, Wills & Estates

 

bullet Family Trusts and Relationship Property

We specialise in family trusts and advise on the best vehicle for providing our clients with maximum asset protection and flexible estate planning. We add more value by advising on tax efficient ways to restructure debt or introduce capital into tax structures.

Our trust deed is modern and flexible, providing for resettlements or the addition and removal of trustees and beneficiaries as our clients’ requirements change with time. If needed, due to client circumstances, an independent trustee structure is also available.

We also offer our skills in creating relationship property agreements, to ensure that our clients’ wishes are fulfilled. Often the ultimate goal is for family money to remain family money from one generation to the next.
 

bullet Blind Trusts

For clients wanting anonymity, we offer a professional trustee service which can hold assets in trust without requiring clients to also hold those assets as a co-trustee.
 

bullet NZ based trusts for overseas investors

Overseas investors wishing to invest in New Zealand often find the New Zealand tax regime offers more advantages than their own country of domicile, particularly when investing capital based outside New Zealand or the investor's home country. We are able to assist those investors in “quarantining off” investment in New Zealand property from overseas tax regimes so that income and capital gain from those investments is taxable under the New Zealand tax regime only while funds invested remain in New Zealand.
 

bullet Estate Planning and Administration

Our modern and flexible trust deed affords great opportunity for effective estate planning. We can obtain probate or letters of administration for deceased estate and assist with estate administration through to final distribution of estate assets.
 

bullet Wills and Enduring Powers of Attorney

Maintaining an up to date will is part of a complete package for asset protection. With many years of experience in will drafting and advising on inter-generational issues, we assist clients to achieve their family objectives.

The enduring power of attorney is now an integral part of good asset protection planning. It enables continuity of financial management, and if you lose mental capacity, they also cover every day life decisions. These are often completed in conjunction with wills, and a requirement if you are considering living in a retirement village complex.
 

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CARTER ATMORE LAW

Level 14, 7 City Road, Auckland 1010
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CONTACT US

+64 9 921 5000

+64 9 921 5007 (Fax)

 

legal@calaw.co.nz

 

CARPARK DIRECTIONS

Level 14, 7 City Road
Auckland 1010

 

Carter Atmore Law Limited
PO Box 68656
Wellesley Street
Auckland 1141
New Zealand

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联系我们

+64 9 921 5000

+64 9 921 5007 (Fax)

 

legal@calaw.co.nz

 

CARPARK DIRECTIONS

Level 14, 7 City Road
Auckland 1010


PO Box 68656
Newton
Auckland 1145
New Zealand