Trusts & Estate Planning

Trusts can provide an effective estate planning structure designed to provide protection for assets you have accumulated. It is vital to seek professional advice on the best way to achieve your goals.

We can advise you on the various implications of a trust, the obligations of trustees and how to establish and administer the trust. Once formed, to be effective, a trust must be administered in a prescribed manner or some of the potential benefits may be placed at risk.


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WBB Chartered Accountants Ltd Level 1 / 111 Hurstmere Road Takapuna Auckland 0622 P.O. Box 331 109 Takapuna Auckland 0740 Ph 09 486 7020 Fax 09 486 7016 Email jmason@wbb.co.nz