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.
4 case studies
Trusts, Wills & Estates
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 study