Trusts & Succession Planning

Developing strategies to help you protect your hard-earned assets is what we do best. The economy can be unpredictable, and you may find that your assets are not as safe as you initially thought. We can give you sound advice that is tailored to suit your circumstances.

Our Services

We can help you with the following trust and succession planning matters:

Settlement and resettlement of family trusts
Assistance with personal asset planning, including the creation of discretionary trusts, special trusts and trading trusts
Advice in asset risk management, succession planning, asset transfer and restructuring of trusts/companies/partnerships
Preparation of enduring powers of attorney, general powers of attorney and delegated authority
Advice to trustees on their duties and responsibilities
Advice on general tax planning
General trust matters
Appointment and removal of trustees

I need help with...

Setting up a family trust

What it means to be an executor of an estate

Trusts Act 2019 Legal Health Check

Types of trusts and their benefits

When should you form a Trust?

Why you should have a will – and the repercussions if you don’t

Meet the

Trusts & Succession Planning

Team

We were returning expats, and as such this transaction required additional supporting evidence to meet the requirements of New Zealand's anti-money laundering legislation. Caen not only professionally assisted us to navigate our way through the legal requirements, but did so in a manner that was approachable, friendly and very patient. Based on our experience, we have no hesitation in recommending Caen Chapman-Taylor's professional services.

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