Trusts
We all need protection of assets from the following risks:
- Protection from claims of creditors
- Protection for marriage partners and for children if marriages break down
- Protection in retirement and old age
- Preservation of core family assets for current and future generations and from disputed will claims
- Protection from the unwise decisions of future generations and from matrimonial property attacks from the spouses of future generations
- Protection from the risk of business failure
We should also plan our affairs so we don’t pay more tax than is necessary. We also need to minimise the risk of exposure to the introduction of capital gains tax, capital transfer tax or wealth tax.
We can help you plan for these eventualities. Our asset protection team can advise you about wills and trusts and prepare and manage them for you.
Please click here to find out more information about Family Trusts with WRMK.
In need of wise advice based on experience?
Our Trusts Team
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Neil McNab
Director
BA, LLB | Team Leader
Born and raised in South Otago, Neil graduated from the University of Otago in Dunedin in 1975.
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Megan Bawden
Director
RCpN, LLB(Hons) | Life Planning Team Leader
Megan graduated with a LLB(Hons) in 2006 from the University of Auckland as a Senior Scholar in Law.
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Vanessa Crosby
Consultant
LLB
Vanessa completed her secondary schooling in Whangarei and graduated from Otago University in 1992.
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Rebecca Merry
Director
BA, LLB | Rural Team Leader
Rebecca Merry is a rural and asset planning lawyer.
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Andrew Easterbrook
Associate
LLB, BA
Andrew is a senior lawyer who can provide advice about relationship property, information and technology, privacy law, and online bullying cases.
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Barbara Beck
Consultant
BA, JD | Business Team Leader
Barbara has a strong commercial practice.
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Tania Beckham
Associate
LLB
Tania joined our firm in 2002 after graduating from Auckland University.
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Andrew Neill
Senior Lawyer
LLB, B.Com
Andrew is a property, commercial and asset planning lawyer.
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Chloe Davenport
Lawyer
LLB, BA
Chloe has a broad background in the law and her areas of practice include Property, Trusts, Wills, EPOA and Family Law. Chloe is very pleased to have joined WRMK and will be based in Kerikeri.
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Check out our lastest Trusts service blog posts
Contact Us
Questions? Comments? Please feel free to get in touch & let us impress you with what we have to offer