Trustees’ Liability
“An accountable Trustee is one that is trustworthy and responsible” Trust Law recognises that the core duty of trustees is
Prudent Investment
“Put not your trust in Money, but put your money in Trust” – Oliver Wendell Holmes, Sr The Trusts Act
Appointment and Removal of Trustees
“Planning is bringing the future into the present so that you can do something about it now” - Alan Lakein
Beneficiary Disclosure
The Trusts Act 2019 has modified and updated New Zealand’s trust law, with one of the more significant changes being
General Costs
To provide you with an indication as to the costs involved with handling your gifting documentation, our estimated yearly fees
The Settlor
The SETTLOR is the person or persons who initiates the TRUST. In a standard FAMILY TRUST situation this would normally
The Trustees
The TRUSTEES are the legal owners of the TRUST'S ASSETS and are the people who decide what happens with those
Independent Trustees
We recommend that every Trust has an independent Trustee who is someone who does not derive a benefit from the
The Beneficiaries
The crucial third party to the Trust Deed are the Beneficiaries. These are the group of people who the Trust
The Appointors
The Appointors are the persons who hold the Power of Appointment. The Power of Appointment is the power to hire