GRA Blogs

Articles by The Professional Trustee Team

The Professional Trustee Team

Family Trusts 101 Book

3068

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 Professional Trustee Team
signed
The Professional Trustee Team
© Gilligan Rowe & Associates LP

Did you like this article? Subscribe to our newsletter to receive tips, updates and useful information to help you protect your assets and grow your net worth. We're expert accountants providing expert advice to clients in NZ and around the world.

Disclaimer: This article is intended to provide only a summary of the issues associated with the topics covered. It does not purport to be comprehensive nor to provide specific advice. No person should act in reliance on any statement contained within this article without first obtaining specific professional advice. If you require any further information or advice on any matter covered within this article, please contact the author.
Comments

Add a Comment

Log in or sign up to post a comment

Testimonials
It is my pleasure to write a testimonial with regards to the nomination of the professional trustee team at Gilligan Rowe and Associates, as a finalist for New Zealand Corporate Trustee of the year. They have acted as a professional trustee for my trust for many year now. I have been thoroughly impressed by their level of knowledge, professionalism, honesty and integrity in all my dealings with them. In addition, through their regular client seminars that I have attended, I have been very impress by the thoughtful critiques of cases and changes in the direction of trust law, and their possible impact on me. I can recommend them without hesitation. Sincerely - BV

Would you like to receive . .

. . tips, updates and useful information to help
protect your assets and grow your net worth?

GRA logo

Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.

We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.

Learn More
GRA Senior Partners
TOP