Our

Annual Management of Trusts

Expertise

Annual management of a trust is important to assist the trustees to meet their annual obligations.

These obligations include meeting on a regular basis to consider all beneficiaries and keeping clear and accurate records of the trust’s assets and the trustees decisions.

 

Annual management includes:

  • Advising on required annual trustee meetings Identification and tracking of specific timed trust events (such as a distribution when a certain age of a beneficiary is reached

  • Liaising with financial planners and fund managers to ensure accurate trust asset record keeping

  • Liaising with accountants to ensure trust records match accounting records

  • Annual and ad hoc distributions of trust assets

Initial Contacts

Peter Eastgate

Trusts & Estates – Partner

+64 3 335 3455

peter.eastgate@cavell.co.nz

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Maria Young

Trusts & Estates – Partner

+ 64 3 335 3456

maria.young@cavell.co.nz

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Level 3, BNZ Centre
111 Cashel Mall
Christchurch 8011

PO Box 799
Christchurch 8140

Telephone: +64 3 379 9940

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