New Zealand Trusts and Asset Planning Guide is a 400+ page loose leaf practical commentary which is updated quarterly. It includes:

• Asset planning overview - explaining the basic tools of asset planning, appropriate business structures and tax implications

• Express trusts - including comprehensive material regarding the different types of trusts, trust formation and termination

• Wills and intestacy - including formal requirements for a will, testamentary capacity, domicile, intestacy, Family Protection Act 1955 and claims, testamentary promise claims and enduring powers of attorney

• Trust administration - including trustees’ duties, powers and rights, trustee investment, settlors’ rights and memorandum of wishes issues, beneficiaries’ rights, powers of the court, sham trusts and attacking beneficial interests and trust taxation

• Precedents - a clause by clause analysis of a family trust deed and a charitable trust deed

• Insurance planning - explanatory commentary on the different types of life, trauma, disablement and income protection insurance. Also included is business insurance, its application and taxation

• Legislation - including the Administration Act 1969, Charities Act 2005, Domicile Act 1976, Trustee Act 1956 and Wills Acts

For more information or to order:

Phone: (09) 488 2760