Articles by The Professional Trustee Team
Tuesday, December 08, 2015
Every parent wants their children to have an equally good if not better life than what they’ve lived. To achieve that objective, parents tend to work hard to build up assets so they have something to leave their children when they die.  This is done with the hope children will use their inheritances to make their lives more meaningful and interesting.  ... Read Article
Tuesday, December 08, 2015

Inheritances Lost Unnecessarily

Every parent wants their children to have an equally good if not better life than what they’ve lived. To achieve that objective, parents tend to work hard to build up assets so they have something to leave their children when they die.  This is done with the hope children will use their inheritances to make their lives more meaningful and interesting.  ... Read Article
Friday, March 22, 2013

Today I discuss a very common topic that many New Zealanders get mixed up about. What is the difference between Wills and Memorandum of Wishes. Watch my video blog to find out.  ... Read Article

Friday, March 22, 2013

Difference Between Wills and Memorandum of Wishes

Today I discuss a very common topic that many New Zealanders get mixed up about. What is the difference between Wills and Memorandum of Wishes. Watch my video blog to find out.  ... Read Article

Thursday, June 21, 2012

Now there’s always at least 3 sides to a story but if the article in the New Zealand Herald is anything to go by, it would appear a family home and its contents was sold without potential beneficiaries being told.  The facts as reported are something like this:    ... Read Article

Thursday, June 21, 2012

Necessity of Wills and Memorandom of Wishes

Now there’s always at least 3 sides to a story but if the article in the New Zealand Herald is anything to go by, it would appear a family home and its contents was sold without potential beneficiaries being told.  The facts as reported are something like this:    ... Read Article

Wednesday, October 26, 2011

Christmas Grinch versus Santa Claws   ... Read Article

Wednesday, October 26, 2011

The Low Down on New Gifting Rules

Christmas Grinch versus Santa Claws   ... Read Article

Thursday, October 28, 2010

SHOW ME THE MONEY HONEY  ... Read Article

Thursday, October 28, 2010

Show Me The Money Honey

SHOW ME THE MONEY HONEY  ... Read Article

Thursday, October 28, 2010

Money is a jealous mistress  ... Read Article

Thursday, October 28, 2010

MONEY IS A JEALOUS MISTRESS

Money is a jealous mistress  ... Read Article

Wednesday, June 30, 2010

I’M TELLING ALL !

After plenty of anxious moments and sleepless nights, I’ve done it. Yes, I have written a Book. “Family Trusts 101” has finally been born.  ... Read Article

Wednesday, June 30, 2010

Family Trusts 101 Book

I’M TELLING ALL !

After plenty of anxious moments and sleepless nights, I’ve done it. Yes, I have written a Book. “Family Trusts 101” has finally been born.  ... Read Article

Thursday, June 24, 2010

As you can imagine, we see lots of different types of Trust Deeds here at GRA. Despite there being a variety of Deeds around, there are some common provisions we like in all our clients’ Deeds of Trust. One of these provisions relates to decision making. I’ve been talking about this particular issue for about two decades now. Some people have commented I’m seeing Gremlins where there aren’t any but now, finally, we have a High Court case to prove this particular point. Gremlins can exist and when they come home to play, they can cost you big money. Read on to ensure you and your Trust don’t fall into this situation.   ... Read Article

Thursday, June 24, 2010

Gremlins Playing With Your Trust Deed

As you can imagine, we see lots of different types of Trust Deeds here at GRA. Despite there being a variety of Deeds around, there are some common provisions we like in all our clients’ Deeds of Trust. One of these provisions relates to decision making. I’ve been talking about this particular issue for about two decades now. Some people have commented I’m seeing Gremlins where there aren’t any but now, finally, we have a High Court case to prove this particular point. Gremlins can exist and when they come home to play, they can cost you big money. Read on to ensure you and your Trust don’t fall into this situation.   ... Read Article

Wednesday, November 11, 2009

  ... Read Article

Wednesday, November 11, 2009

Who's On Your Bus?

  ... Read Article

Thursday, August 20, 2009

Last week a friend of mine unexpectedly passed away.   ... Read Article

Thursday, August 20, 2009

What’s Your Game Plan when YOU die?

Last week a friend of mine unexpectedly passed away.   ... Read Article

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