Trusts

Trusts, Asset Protection, Estates Planning and Administraton and Elder Care are four sectors that Auckland based Fortune Manning takes seriously. 

We have one of the largest Trust practices in the country.

Our private client team has established, and currently administer over 600 trusts, providing creditor protection and family protection for many clients and their families.

We have many effective years of experience in estate administration having acted for numerous generations of New Zealanders.

We act for numerous share beneficiaries in both trusts and estates in New Zealand, often attending to the administration of assets in New Zealand for executor and trustees who are off shore.

Please review articles for further information:

• Trust Overview
• Key steps in establishing an asset protection programme using a family trust
• Get that power of appointment right
• Choosing the right trustee
• Memorandum of Wishes: why important for a discretionary trust?
• Inheritance Trusts
• Managing your trust: trustees must act jointly
• Trust documents: what do you have to disclose?
• Gifting to a trust
• Rights of Beneficiaries
• Tax treatment of your trust on migration to New Zealand
• Discretionary Trusts and Life Estates
• High Interest Rates and Trust Investments
• Ideal Time for Trustees to Review Trust Administration
• Trust administration & review
• Trust administration checklist