Our

Trust Implementation

Expertise

After the assessment, design & review stage has been completed, we move to implement the trust. This involves drafting the required trust documents to fit our clients' objectives.

It includes all of the peripheral documentation required to ensure the trust structure is workable and effective in achieving long term goals.

The implementation phase includes:

  • Drafting of tailored family/trading/charitable trusts including consideration of final beneficiaries and protectors.

  • Creation of associated documents such as property relationship agreements, memoranda of wishes, wills and powers of attorney.

  • Identification of wider issues such as parents leaving their assets to a trust rather than to a beneficiary personally.

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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