Lucas and Lucas Lawyers Dunedin | Trust Administration

TRUST ADMINISTRATION

Is a Trust right for you? There are many types of trusts, and many reasons to have a Trust which all depend on personal circumstances.

Lucas and Lucas have been at the forefront of developments in this work over the last 40 years. We help our clients make the right choices when deciding to form a Trust.

Our approach is to help clients with their own affairs wherever possible.

We do Asset and Estate Planning, Wills, Enduring Powers of Attorney, Relationship Property Agreements, Trusts, Trust Transactions, Gifting, Subsidy Applications, Estate and Trust Administration.

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CONTACT Chris Lucas, Jeremy Callander or Jonelle Williams
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READ OUR INSIGHTS

Are trusts still relevant?

As numerous as trusts are in NZ, changes over the past 10-15 years in regards to case law, legislation and government practice (particularly

Residential Care Subsidies – Part 2

Being a discretionary beneficiary of a trust – as many older New Zealanders are – can have a lot of upsides. It can also have downsides..

Residential Care Subsidies – Part 1

The need for residential care for the elderly is growing.

Succession Planning – it's all in the detail

Maintaining good family relationships can challenging at the best of times – even within the context of an otherwise loving and functional..

Succession Planning – getting down to business

The more financially successful you are, the more there is to manage, even when you are no longer here to manage it.

Your Legal Affairs - What to consider if circumstances change

It is easy to put off one of the most important documents that you will make in your lifetime – your Will.

The Ins and Outs of an Enduring Power of Attorney (EPOA)

There are two kinds of Enduring Power of Attorney: in respect of Care & Welfare, and in respect of Property.

Things to consider when making a Will

Executor/Trustee, Restricted Items, Gifts, Residual Beneficiaries - it’s your assets and belongings and your Will – so it’s up to you.