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ServicesTRUSTS
Creation of Trusts
Transfer of Assets
Variation & Resettlement
Change of Trustees
Challenging Trusts
Asset Protection
Disputes
BECKER & CO LTD can provide thorough, quality advice on all aspects of trusts and asset protection.
We can assist you to set up an effective structure or assist you where things go wrong.
We have acted for many individuals, sole traders and company directors in estate planning, asset protection, trusts, wills and powers of attorney. As a Foundation and Senior Member of the New Zealand Trustee Association, David can advise you on all aspects of trust creation, transfer of assets, forgiveness of debt, resettlement/ variation/ challenges to trusts and trustees.
Trusts
Trust law is an ever-changing area. Recent case law has made it easier for spouses or partners to get access to trust property in a relationship break up. If you currently have a trust, we can help you to review the trust documents.
Despite the recent challenges, trusts remain a popular asset protection tool and remain appropriate in many circumstances. We can talk you through the implications of putting your property into a trust and discuss if creation of a trust is right for you.
We can assist with any of your trust administration matters - setting up or varying a trust, retirement and appointment of trustees, variation, winding up, gifting and more.
Relationship Property
If you are entering a new relationship, already in one, or are separating, there will be implications for your estate or trust.
Recent changes in trust case law have made it easier for a partner to challenge their spouse's trust. These changes have made it increasingly important that your trust documents are carefully prepared and reviewed. Our team is fully up to date with trust law developments.
There are various claims that a spouse or partner could make against an estate, including through the Family Protection Act 1955, the Property (Relationships) Act 1976 and the Law Reform (Testamentary Promises) Act 1949. We can advise you on how to mitigate the risk of a claim, or to make a claim if required.
Litigation & Disputes
We can assist you to resolve a trust dispute, whether you are defending a claim or seeking to make one. This may include seeking provision of information from trustees or challenging trustee decisions, making a relationship property claim or escalating the dispute if required.
Contact our experienced trust, estate and dispute resolution lawyers for advice today at trusts@becker.co.nz