Trusts & Estate Planning

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Trusts

There are many reasons you may consider forming a family trust.  Bush Forbes Lawyers are here to advise whether a family trust is suitable for your family and assist in the continuing administration of the family trust. We will discuss what you want to achieve from having a Family Trust, from inheritance, entering a new relationship, wanting to provide for children/grandchildren or your are self-employed and are looking to protect personal assets.

  • Formation and administration of family trusts
  • Formation and use of a charitable trust
  • Asset protection advice
  • Gifting programs and forgiveness of debt
  • The use of trusts and the Property (Relationships) Act 1976
  • Trustee duties and beneficiary rights under the Trusts Act 2019
  • Appointment and removal of Trustees
  • Variations of Trust and wind ups
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Estate Planning

The experienced team at Bush Forbes Lawyers can assist to get your personal affairs in order and administration of estates.  Our expertise include:

  • Wills
  • Powers of Attorney and Enduring Powers of Attorney
  • PPPR applications
  • Elderly care and welfare
  • Estate planning
  • Advice on licences to occupy in rest homes and retirement villages
  • Estate administration, including applications for probate or letters of administration
  • Contesting a Will including Family protection and testamentary promises claims

Tauranga Barristers and Solicitors

Bush Forbes is a well established and successful full service law firm located in Tauranga, New Zealand.

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