Articles on Wills, Trusts and Asset Planning

 
For help with Wills and Estates contact Ken Lord (379 4383)

Do I Need to Make a Will?
For many of us, making a will is one of those chores that we intend to do one day soon, but just not today. However, your will is one of the most important documents you will make. If you delay, you might lose the opportunity to make one at all.

Family Trusts - What are the Benefits?
What is a family trust? How do I make one? How do I operate a family trust? What benefits will I get from oeprating a family trust

Sham Trusts
Many people think that because they have appointed an independent trustee to their Trust, it will never be a Sham trust. But this is not enough.Winter 2000

Common Pitfalls in Making Decisions for Family Trusts
In the course of trusteeship, trustees make decisions that will impact on the assets of the trust. If made incorrectly, trustees’ decisions can lead to personal liability if the trust suffers a loss.

Guide to being a Trustee
What are my duties and obligations as a trustee?  How can I make sure I meet those obligations?

Charitable Trusts
How do we form a charitable trust?  What are the benefits of a charitable trust?  How does our charitable organisation get tax exempt status?

Risks from Home-Made Wills
One Hamilton High Court case highlighted the difficulties and pitfalls of drafting and executing your own Will when the Court heard of a person who created and signed two Wills on the same day.

Who Pays the Ferryman?
So, who pays the ferryman in New Zealand? The answer it seems is your executor - if there are assets in your estate.

Trustee of an Estate
Hard work as well as grief.  What responsibilities do you have as an executor and trustee of an estate?

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