Articles by The Professional Trustee Team
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.
Trusts are never easy creatures to understand but I think this book should help all New Zealanders comprehend the creation and administration of family trusts. In a way, it's a 'go to' book.
If you've ever been confused or frustrated about how a trust is supposed to operate or if you've ever wanted to know the in's and out's of a trust, then this book is a must read for you.
I've spent many days and months using my little grey cells to bring you a book written in plain English. It's an easy read, packed with great examples which will demonstrate the points I'm making.
You won't need any previous knowledge to understand this book as I've made a massive effort to ensure it won't bamboozle you with legal jargon. So a word of warning should be given. If you are looking for a concise legal text on equitable structures, coupled with judicial dictum and ratio decidendi, then this book is not for you!
If however you want a guide on trusts, which covers the following points, then you should seriously consider buying this book:
Happy reading everyone. How Trusts came to exist; What a Trust can do for you; Steps to take to place your assets into a Trust; What a gifting programme is; How Trustees should act; What a Professional Trustee can and should do for a Trust; Whether you need a Bank account; If financial statements should be prepared for the Trust; And so much more.
I really hope you love reading this book as much as I loved writing it.
Of course, this is the first of many books so any feedback you wish to give me would be much appreciated.
The amount of info given freely in a spirit of generous sharing by the presenters made Property School great value. - JBT, April 2019
Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.
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