Our

Operational Advice for Trusts

Expertise

Once your Trust has been established it is important that it operates properly. We give advice to the trustees during the life of the trust regarding dealing with trust assets and how changes in the personal circumstances of the settlors or trustees can be managed.

Operational advice includes advice regarding:

  • Maintaining, selling or buying trust assets (including investments, property, chattels).

  • New or restructured bank borrowings and security advice.

  • Management and advice around debts between the settlors and the trust.

  • Loans made by the trust Distributions to beneficiaries.

  • Addressing the complex issues arising from the separation or death of settlors, trustees or beneficiaries.

  • Management of new trusts created pursuant to a will.

  • Clarification of debts between settlors and trustees.

  • All other advice regarding tactical and technical matters relating to the trust.

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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