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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
Balancing Settlor Powers with Trust Validity
How we helped a family restructure their trust to maintain control while ensuring legal validity under the Trusts Act 2019.
20 Nov 2024
Trusts, Wills & Estates
Updating Trust Beneficiaries
How to properly update beneficiary lists when family circumstances change.
15 Oct 2024
Trusts, Wills & Estates
Trust Income Distribution Strategies
Structuring distributions to meet family needs while maintaining flexibility.
20 Sep 2024
Trusts, Wills & Estates
Parenting Alone: Protecting the Family Farm
Estate planning for a solo parent with a farming operation and minor children.
10 Aug 2024