Trusts, Wills & Estates
Settlor Powers and Trust Validity
How we helped a family restructure their trust to maintain control while ensuring legal validity under the Trusts Act 2019.
Read case studyConnection lost Trying to reconnect...
Server disconnected Trying to reconnect...
Case Studies
Real outcomes for real clients
See how we've helped Hawke's Bay families, businesses, and property owners navigate complex legal matters.
12 case studies
Recommended
Property
Helping Children Into Their First Home
A family's journey to help adult children buy property while protecting everyone, documenting gifts or loans and co-ownership to reduce risk and disputes.
Read case study
Business
Buying a Business: Due Diligence
How thorough due diligence helped a buyer uncover hidden liabilities and negotiate protective terms, warranties, and a clearer path to completion.
Read case studyTrusts, Wills & Estates
Trusts, Wills & Estates
Settlor Powers and Trust Validity
How we helped a family restructure their trust to maintain control while ensuring legal validity under the Trusts Act 2019.
Read case study
Trusts, Wills & Estates
Updating Trust Beneficiaries
How we helped trustees update beneficiary records after family changes, so trust documents, distributions, and future planning stayed clear and consistent.
Read case study
Trusts, Wills & Estates
Trust Income Distribution Strategies
How we structured trust income distributions to meet changing family needs, align decisions with the trust deed, and preserve flexibility for future years.
Read case study
Trusts, Wills & Estates
Solo Parent: Protecting the Family Farm
Estate planning for a solo parent with a farming operation and minor children, using wills and trusts to protect guardianship, succession, and stability.
Read case studyProperty
Property
Helping Children Into Their First Home
A family's journey to help adult children buy property while protecting everyone, documenting gifts or loans and co-ownership to reduce risk and disputes.
Read case study
Property
Family Funding a Property Purchase
Structuring family help for a home purchase, documenting gifts, loans, and guarantees so everyone understands the terms and future expectations.
Read case studyBusiness & Commercial
Business
Resolving a Software Licensing Dispute
Negotiating a settlement after a licensing dispute, reducing exposure and reaching a workable commercial outcome when a vendor made a substantial claim.
Read case study
Business
Building a Brand Through Franchising
How we helped a retailer expand nationally with a franchise agreement that balanced brand protection, support obligations, and franchisee expectations.
Read case study
Business
Non-Disclosure Agreements (NDAs)
How a carefully drafted NDA protected an engineering business's confidential information during acquisition discussions with multiple parties involved.
Read case study
Business
Trade Mark Registration: Brand Protection
How a growing insurance brokerage registered trade marks to protect their brand, support expansion, and strengthen business value for the long term.
Read case study
Business
Buying a Business: Due Diligence
How thorough due diligence helped a buyer uncover hidden liabilities and negotiate protective terms, warranties, and a clearer path to completion.
Read case studyMediation
Mediation
Healing a Family Through Mediation
How a collaborative mediation approach helped resolve a family property dispute, reduce stress, and rebuild communication so parties could move forward.
Read case study