Trusts & Estates

The concept of “having your affairs in order” may sound old fashioned, but we strongly recommend it as an essential modern estate planning tool.

We can assist you with:

  • establishing new trusts
  • advice on existing trusts
  • advice on estate issues
  • estate administration
  • implications of gifting

Protect your assets from business risk and relationship property claims, put in place long-term arrangements to meet family and financial needs if you become ill or die, and keep up to date with law changes which may reduce your protection. We can advise you whether or not estate administration requires probate of the will, and explain the process to you and the role of an executor or administrator. 

Quick trust and estate facts

  • Transferring assets to a trust before death will save costs and simplify estate administration. 
  • Changes to the tax rules on annual gifting limits came into effect on October 1st 2011. “Clawback” of gifts which will defeat creditors or other claimants will remain. Gifts will still be taken into account when assessing your eligibility for benefits such as rest home subsidies.