Family Trusts 101

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    Family Trusts 101: Book by Janet Xuccoa

    Family Trusts 101 by Janet Xuccoa is written in plain English with practical advice for anyone wanting to protect their future.  If you are in any way interested in protecting your assets and your future, then owning Family Trusts 101 will be the best investment you will ever make.

    Janet is a well-know Family Trust expert and Winner of the Inaugural Corporate Trustee of the Year Award. She has earned a well-deserved reputation for making potentially complex New Zealand trust law completely understandable and practical for property owners.

    As Professional Trustee, and Director of Trustee Services for Gilligan Rowe + Associates, Janet has compiled this ultimate New Zealand Family Trusts resource…from actual in-the-trenches experience.

    The Ultimate ‘Go-To’ Resource Without The Gobbledygook!

    You won’t need a law degree to understand and enjoy this book. Janet has left out the bamboozling legal jargon and written in clear and simple language that is easy to understand. She discusses actual examples based on her time working personally with literally hundreds of Kiwi home owners. She simplifies complex matters and presents practical information that can be referred to time and time again.

    Here’s a Taste of What’s Included in Family Trusts 101

    This information-packed book contains tips, shortcuts and how-to’s on nearly every aspect of Trust management…even if you are a complete newbie or don’t know anything about Family Trusts.

    It includes:

    • How Trusts came to exist (why we need them in the world)
    • What a Trust can do for you (how to use Trusts to safeguard what’s important)
    • Steps to take to place your assets into a Trust (step-by-step guidance on what to do)
    • What a gifting programme is (understanding the mechanics of how it works)
    • How Trustees should act (how to manage your Trust for peace-of-mind)
    • What a Professional Trustee can and should do (the important things that make a difference)
    • Bank account questions (practical tips for managing the finances)
    • Financial statements & Trusts (why are they needed?)

    And much more….

    A Personal Message From Janet...

    I know you will love reading this book as much as I loved writing it.

    I would like to thank Matthew Gilligan and John Rowe for their support of this project. But special thanks goes to our Trust clients whose lives we have hopefully had the opportunity to impact in a positive way.  

     Thank you all again for your support!
    Janet Signature
    Janet Xuccoa
    Director Trustee Services

We moved our business accounting to GRA twelve months ago and have never looked back.  Matthew Gilligan and his team have consistently provided us with honest straight forward advice and have proved themselves to be honorable, trustworthy and efficient in all matters to date. The point of difference for us is that GRA do not charge their clients for every question asked (like most other accountants) which allows for better communication and understanding of how to run a successful company.  GRA have impeccable time management systems in place and their customer service is outstanding.  I recommend them to any other business that wants good solid advice with the aim of business success, asset protection and opportunities for sound investments.
A Ellis - EC Flooring Contractors Limited



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