Trusts
Protect your future with a compliant trust
The best time to establish a trust is when you do not need it.
Our purpose is to educate individuals on asset preservation and protection through a client focussed approach tailored to their needs.
We are driven by integrity and building strong and lasting relationships with our clients. Our Trustee Services are provided by a dedicated team who understand the complexities and detail of New Zealand Trust Law, especially in light of the recent legislative changes.
Trusts require meticulous management to ensure they are and will continue to be, legally compliant.
We have vast experience in reviewing non-compliant trusts and swiftly making the necessary changes to ensure they are legally compliant. If a trust is not compliant it cannot protect your assets.
How we protect your future
Trust Establishment
We take the time with our clients to thoroughly understand their situation and their unique goals for the future. If a Trust is appropriate, we assist them in deciding the most suitable type. The various types we consider include Family, Single, Parallel, Business, Investment or Inheritance depending on their specific personal needs or objectives.
Trust Management
Trusts require meticulous management to ensure they are and continue to be legally compliant. This is particularly important with the recent changes to legislation in Trust Law with the introduction of the Trusts Act 2019.
We are passionate about and have a new level of precision to our trust record keeping so as to comply with these new requirements from the get go.
Review Existing Trusts
With New Zealand having the greatest numbers of trusts per capita, it is concerning knowing that a large number of them (which have not had a reviewed in light of the new Trust Act 2019) are likely to be successfully challenged. This means that without the review they are likely to not fulfil their purpose of protecting individuals hard earned assets
Business risk, relationship property claims, and legal action are all possible ways a trust can be challenged. We are experts in reviewing existing trusts. We swiftly implement any necessary changes and ensure they will actually offer full protection from any potential challenge.
Why we are different
Providing Independent Trustee Services
Summit Law has a unique structure of offering Professional Trustee Services alongside Property, Family and Estate law under one roof so all legal abases are covered for the Trust along with ongoing legal compliance.
This is different to just using a law firm that does not offer professional trustee services. We instead work alongside each other in the different areas of law (as applicable) resulting in a more cohesive and robust structure from all angles.
Trusts are all we do
We have a Trust Law Team that’s sole focus is trusts and the associated trust succession planning. We are therefore leaders in the field as this is our trust teams sole focus.
We create partnerships with our clients
We care about our clients and think it is crucial to educate them on their trust structures by ensuring they are involved and understand the process from start to finish.