23 Sep Reviewing your trust affairs – what is involved?
The New Zealand law on trusts is always changing so it is a good idea to review your trust matters regularly and ensure that you are getting the most out of your trust as well as meeting all current NZ legal requirements.
With the impact of recent gifting law changes, now is an appropriate time to review your trust affairs.
These are some of the aspects to be considered during this trust review process.
- Gifting
- Review of your Trust Deed
- Wills
- Review of Beneficiaries
- Memorandum of Wishes
- Power of Appointment
- Deed of Distribution
- Powers of Attorney
Auckland law firm Quay Law prides itself on its “open door” and friendly approach to business. Someone is usually available at short notice to assist you with your particular transaction, trust question or dispute. We try to provide an approachable, friendly, efficient and professional service and to keep our clients’ best interests in mind.
For assistance with conducting a review of your family trust and trust affairs, please contact Auckland lawyer, Ian Mellett by phone on 09 523 2408 or email ian.mellett@quaylaw.co.nz