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
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Meet the
Trusts & Succession Planning
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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