Trusts

The Hall & Wilcox Private clients team has extensive experience in all aspects of trusts (discretionary, unit and testamentary) including taxation, distribution and net present entitlement issues, distribution resolution drafting, variations to trust deeds, both under a power contained in the trust deed, and via Court order under the Trustee Act 1958, changes of trustees, appointment of successor appointors and guardians, general interpretation issues, and application of Duties Act 2000 exemptions.

In addition to our online entity trust establishment service, our Private clients team has extensive experience in all aspects of trusts (discretionary, unit and testamentary) including:

• ongoing trust administration
• changes to trustees, appointors and guardians including dealing with decision making in the event of death and incapacity
• trust variations and entitlement advice
• advice regarding trust deed interpretation
• beneficiary entitlements
• vesting dates (including variation to dates)
• bespoke drafting of trust provisions and resolution
• trust disputes (trustee and beneficiary disputes)
• special disability trusts
• all aspects of trust taxation including duty and other state taxes
• trust deed reviews to ensure that your trust deed is up to date from a tax, asset protection and succession planning perspective and to ensure your deed has all the investment powers banks require.

For more information and an introduction to trusts read our Introduction to trusts.