Our

Asset Transfers

Expertise

In important part of the trust process is the transfer of assets. We assist clients to move assets from a company or personal ownership structure into the trust.

It is important to document and account these transfers correctly, including how they are funded.

 

We deal with:

  • Transfer of assets such as property, shares, cash and investments into the trust.

  • Loan back agreements.

  • Gifting and forgiveness of debt advice and implementation.

Initial Contacts

Peter Eastgate

Trusts & Estates – Partner

+64 3 335 3455

peter.eastgate@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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