Family Trusts

Protecting your Assets

Many New Zealanders, particularly those in business, have placed their personal assets in a Family Trust.

Fortune Manning's private client team specialises in asset protection and estate planning. We have formed many dozens of trusts as one of the principal steps taken by clients to protect their assets and plan their estates.

In numerous cases more than one trust has been used with many different combinations of trustees and beneficiaries. Experience has reinforced the fact that all asset protection and estate plans require carefully prepared and structured documentation to effectively meet the needs of the particular clients involved.

Check out our Family Trusts - Estate Planning - Asset Protection Brochure  

For more information please read some of our publications listed below:

• 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