Category: Trusts and Succession

Who really wants to be a trustee?

Know your obligations and risks

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Love, heartbreak and … death?

Love, heartbreak and … death? Make a new will and EPAs when you separate Many people who have endured a relationship break up know it can be exhausting – mentally, emotionally, physically and, ultimately, financially. You could be forgiven, then, for thinking the priority is to get the agreements signed or Court Orders made. However, […]

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Trust eSpeaking, Autumn 2022, No 34

In this issue of Trust eSpeaking: Gift or Loan Caring for Kiwis who cannot make decisions for themselves Where there is a will, what is the way? Download your copy here

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Where there is a will, what is the way?

Where there is a will, what is the way? A parent dies, but the child is unaware of the death Categories = Property, Elder law, Wills and Estates,  Trusts and Succession   A child (of whatever age) can make a claim against the estate of their parent under the Family Protection Act 1955 (FPA) if […]

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Gift or loan?

Gift or loan? The importance of properly documenting advances between family members   Categories = Property, Relationship Property, Wills and Estates,  Trusts and Succession The trusty Kiwi “She’ll be right” approach is often manifested in a reluctance to formally document intra-family lending arrangements. Catch cries of “I trust the kids to sort things out between […]

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Charities in New Zealand

Charities in New Zealand – what you need to know

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Enduring powers of attorney

How many people should you name as attorneys? You should have two Enduring powers of attorney (EPAs) – one for property, and the other for personal care and welfare. In your EPA, you should also take care to name appropriate people as your attorneys. Ideally you should name two people to manage your property, which […]

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