Trust & Estate Planning

Whether you are a business owner or an individual climbing the corporate ladder, our lives are full of risks – ranging from creditors’ risk; directors’ risks to personal de facto partners’ risks.

Risk management has become a hot topic in recent years. One of the tools that could curtail against risk exposure is the use of trust.

A well set up & properly run trust can be an effective tool to help protect your assets, minimise risk exposure and dovetails with your overall estate planning.

Despite the abolishing of estate duty many years ago, estate planning is still an integral part of our lives. It is more than just a simple personal will given our current complex family ties and relationship.

Withers Tsang has ample experience in using trust as an asset protection & estate planning vehicle.

Whilst leaving your lawyer or trust specialist to draft trust deed, Withers Tsang will:

• Help you to identify risk areas
• Identify assets & investments that best suited trust ownership structure
• Review your overall tax planning objectives for both pre & post trust formation
• Assist and advise you on trans-generational trust to ensure your wishes & preferences for future generations are considered

If you want to find out more regarding our trust & estate planning services, please contact Stephen Tsang at stephen@wt.co.nz or 09 376 8860.