Dinesh Menon explores the ‘mysterious’ role of the trust protector and what, if any, its fiduciary responsibilities may be…
Category Archives: Publications
The Private Wealth guide provides expert New Zealand legal commentary on the key issues for high net worth individuals. The guide covers important developments in New Zealand.
Geoffrey Cone, Claudia Shan and James Gribbin review the recent New Zealand judgment in Re PV Trust Services Ltd on obtaining the court’s blessing without sacrificing discretion
Traditionally a civil law concept, the use of foundations as wealth management and succession planning vehicles is gaining popularity in common law jurisdictions. Wyoming is the second state in the USA to adopt common law foundation legislation that will allow for the formation and administration of statutory foundations. The Wyoming Statutory Foundation Act, effective 1 July 2019, combines elements of well-established trust and corporate law in Wyoming with classical elements of foundation legislation found in civil law jurisdictions, while also providing access to Wyoming’s privacy and asset preservation laws.
New Zealand Trusts and Double Taxation Agreements – Trusts and Trustees Click the image below to download a PDF of the article:
Published in Trusts & Trustees, 2013 Click the image below to download a PDF of the article: