HOW ROBUST IS YOUR TRUST SEMINAR
Make sure that your Trust is set up to deliver the intentions you created it for!
Over the last quarter we have met with over 30 clients to review their Trusts. These meetings were extremely successful and valued by those attended. We repeatedly uncovered several factors that people had not considered in regard to their Trust.
Some examples are
1) Many Trustees not both sure of what they would like to happen with the Trust once they pass on
2) Memorandum of wishes not understood or completed
3) Wills being out of date
4) Trustees having different objectives for setting up a Trust
5) Not considering the implications on the Trust should one/both Trustee die
6) Clauses in the Trust Deed giving rise to the potential for current beneficiaries being removed and replaced with as yet, unknown beneficiaries.
To ensure we make all our clients aware of these issues we will be holding complimentary seminars over the next month.
The 45 min seminar will help you better understand the key areas of consideration in your Trust, the impact of recent changes to gift duty, identification of risk areas and how best to manage your Trust.
Benefits of attending the seminar:
- You gain an understanding of the impact of the new legislation
- You will learn the importance of correct Trust management
- You will discover potential areas of risks of your Trust
- You will learn the difference between your Will and Memorandum of Wishes
- You will increase your understanding of your Trust
Our first seminars in Tauranga will be held on February 21st at 1pm then again at 5pm.
Seminars will held in Whakatane will be held on Wednesday February 29th at 5pm then again on Thursday March 1st at 1pm. Please click here to register