Wills, trusts & asset planning
Protecting your assets
We advise on all aspects of trusts, wills and estates whether they be private, corporate or charitable.

Careful attention needs to be paid to managing your assets both for yourselves and for succeeding generations. Trusts play a key role in protecting family assets from business, relationship property and are also key in successful business structures.  In addition to this we advise and act on all claims against trusts.

Our expertise and 'best practice' trust administration service ensures the trust is being administered correctly. For your peace of mind, talk to us about asset protection, planning, succession planning, and asset structuring.

Estate Administration:
Our team is experienced in administering estates of all sizes, and degrees of complexity. We can assist you with all aspects of estate administration, from the initial applications through to asset distribution. We also advise and act on claims made against estates. Our clients appreciate the prompt and efficient way we process probate formalities.

Trust & Asset Planning
If you’re planning to set up a trust – or want to know if your existing trust is structured to your best advantage – Wynn Williams can help.
 
We provide advice in all areas of trust law – whether you’re establishing a simple family trust, or need advice on complex trust structuring and asset planning.
 
If you have an existing trust, we’ll review it to ensure the trust deeds are appropriately drafted, and asset structures are organised most advantageously. We can also provide sound advice on trust issues relating to relationship property claims.
 
For your trustees, we can offer a comprehensive best-practice trust administration service. This provides peace of mind that your trust is being properly administered, and minimises the risk of a challenge to its validity.
 
We’ll ensure you achieve the best outcome for you, your business and your family.

If you’re planning to set up a trust – or want to know if your existing trust is structured to your best advantage – Wynn Williams can help. 

Specialists

Recent Projects

  • Assisted clients to complete Estate Planning arrangements, wills, enduring powers of attorney and trust arrangements
  • Assisting individuals, families and businesses impacted by the earthquakes where often widely varied issues have developed.
  • Checking and advising clients on legislative changes as they impact on them.

Articles

4/04/2013

Trusts as Vehicles for Wealth Management

Trusts can be a useful mechanism to manage and distribute wealth.  They can be used in this way both during your lifetime and after you have died.

Keep reading...


1/12/2011

Repeal of Gift Duty - Not All Good News for Trusts

Gift duty was introduced over 125 years ago to prevent people from giving away their assets before they died to avoid payment of estate duty. Estate duty was abolished in 1992 but, due to uncertainty regarding how its abolition might impact on income tax and targeted social welfare assistance, gift duty was not abolished at the same time.

Keep reading...


10/10/2010

Relationship Property and Trusts

The thinking behind the Property (Relationships) Act 1976 ("the Act") is that marriages and de facto relationships of more than three years are a partnership.  Partners in the normal course of events contribute equally, often in different ways.  Economic contributions are not to be valued higher than non-financial contributions.  As a result it is the policy of this legislation that the wealth accumulated in the relationship should be shared equally when the relationship ends, whether it be through separation or through the death of one of the partners.

Keep reading...


11/07/2010

Lending to Trusts

New Zealand has a large number of family trusts per capita. Lending to trustees and taking guarantees and securities from trustees is becoming very common. Unfortunately, a trust can mean big problems for lenders wishing to enforce their rights. To see why this is we'll look at how trusts work and then look at how this impacts on unsecured lenders and secured lenders.

Keep reading...


13/05/2010

The Rule Against Perpetuities

Download the pdf of this presentation prepared...

Keep reading...


23/04/2010

Relationship Property Settlements Involving Trusts

Introduction New Zealand has a very large number of "domestic" trusts . Putting into trusts things like "family homes", holiday homes, business shares, and investments which would otherwise be Relationship Property is very common. Unfortunately, a trust can mean problems for a party wanting to enforce their rights after a relationship break down. To see why this is we'll look at some key trust concepts and then look at some of the problems. Then we'll move on to talk about some specific points on doing a settlement deal involving a trust.

Keep reading...


1/09/2009

Asset Planning for Farmers

Asset planning is arranging a person’s assets and affairs to protect the person, their assets, and their family against risks, and also keep their assets and affairs in an advantageous way. Some people and their families are more exposed to certain risks than others. Jeff Kenny, a Partner with Wynn Williams, explains how these risks can arise due to occupation, age, health, financial position, and family circumstances.

Keep reading...


15/04/2009

Business Borrowing: The Impact on Family Trusts

How can business borrowing affect your family trust? Annabel Sheppard, partner, and Charlene Sell,
solicitor, from Wynn Williams, discuss the risks of taking out a business loan secured by trust assets.

Keep reading...





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Wynn Williams Christchurch
Level 5, Wynn Williams House, 47 Hereford Street, Christchurch 8013, New Zealand.
PO Box 4341, DX WX11179, Christchurch 8140.
+64 3 379 7622
+64 3 379 2467
Wynn Williams Auckland
Level 11, AIG Building, 41 Shortland Street, Auckland 1010, New Zealand.
PO Box 2401, Shortland Street, Auckland 1140.
+64 9 300 2600
+64 9 300 2609
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