Our private clients team has extensive experience in all aspects of discretionary, unit and testamentary trusts.

This includes 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 Smarter Law online entity trust establishment service, we have extensive experience in all aspects of trusts including:

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

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Emma has extensive experience in advising clients in estate planning and estate administration, trust establishment, and ongoing administration, trust...

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Private Clients| 10 Nov 2021

Probate series – part 4: superannuation and tax considerations for executors

We discuss superannuation and the other tax considerations for executors to be aware of when dealing with the administration of an estate, and avoid an unwanted liability hanging over their heads.

Private Clients| 14 Oct 2021

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In part 3 of this series, we consider why your client may appoint a professional as their executor, the executor’s entitlement to remuneration and considerations when appointing professional executors.

Private Clients| 07 Sep 2021

Probate series – part 2: potential issues for executors

In the second instalment of our probate series, we consider potential issues for executors once they embark on the estate administration process.

Private Clients| 18 Aug 2021

Probate series – part 1: estate administration and acting as an executor

Dealing with the estate administration process can be a difficult time, especially after the recent loss of a loved one. In the first article of our series on probate, we outline the duties of an executor.