Trusts, Asset Protection & Estate Planning

From the moment you start acquiring them, you need to think about ways of protecting your assets. There are many reasons for this, including:

  • entry into new relationship (whether it is your first or a subsequent relationship)
  • protecting dependents
  • starting a new business
  • expanding an existing business
  • reducing tax liabilities
  • insolvency/bankruptcy protection
  • wanting to set up a charitable trust
  • succession planning for family businesses or properties
  • ill health or other incapacity
  • long term absence or unavailability making managing property difficult

Our asset protection and trusts group has extensive experience in reviewing your situation and helping you to choose a structure that will best meet your needs. While frequently this may involve the structuring, creation and administration of trusts (including family trusts), it also usually requires legal business knowledge and the use of business structures such as limited liability companies and/or partnership agreements. In addition we can advise you about the requirements for effective relationship property agreements under the Property (Relationships) Act 1976. Brookfields' team can also help with the preparation of enduring powers of attorney and administration of estates.

Additional services include acting as an attorney for clients and managing their assets in New Zealand, custodial or nominee management services, provision of professional independent trustees, trust asset and investment management services, preparation of tax returns and annual accounts for individuals and trusts, liaison with international advisers on the settlement and/or migration of trusts.

Your key contacts

 

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Auckland Office: +64 9 379 9350

Wellington Office: +64 4 499 9824

Email: law@brookfields.co.nz

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