Protect your assets, Protect your future
Who will benefit from your assets?
Firstly – your partner and your children. I believe that assets should be protected for the family on an inter-generational basis. Protect your children’s future.
Check our Services
Protect what matters most to you and your family with Trust’Up. Our services make the sometimes-complicated parts of life a little clearer. We understand what you value most and devise a strategy to honour it.
Trust’Up will make sure to understand what you value the most and devise a blueprint to honour it. We will ascertain who will benefit from your assets when you pass on and legally transform those decisions.
What we can do for you
Wills and Trusts do have some overlap, there are also several differences between each. Ultimately, both are ways to say who will receive your assets. They just do it in different ways, and each has its own advantages and disadvantages.
Want to give a large gift to a Trust or family member?
Property Sharing Agreements are contracts created between two or more owners of a property. This type of agreement is often used where friends or family plan on purchasing a property together.
Other services related to property, trusts, contracting out agreements etc.
Are you interested in working with us?
Talk to us today
What Our Clients Say
Rob has looked after our Family Trusts (across all five family trusts) for in excess of 30 years now and always been on hand to offer advice at the drop of a hat. His sound legal processes have made the plethora of paperwork easier than usual. We would highly recommend Rob to look after any of your needs.
For more than 20 years Rob has been my adviser for matters relating to my Trust and other Family Trusts with which I am involved. Rob always has a great understanding of what we are looking to achieve and provides specialist advice accordingly.
Recently Rob advised me regarding relationship property and I was grateful for his well-considered guidance.
Rob makes each process professional and streamlined. I enjoy working with Rob and my thanks go to him for all the excellent legal advice he has provided to me.
Rob was very helpful to me when I enquired about a trust and will. I wanted to make sure that my assets were protected for my daughter in the future. He also gave me some great advice before I invested a sum of money.
Rob Ellis has recently formed an estate plan for us by drawing up a relationship agreement, trust documents and re-writing wills. All of this was done after carefully listening to our requirements and tailoring solutions that fitted our individual needs. This process for us was pleasant and straightforward and Rob was a pleasure to deal with. We had a timeline we wanted this work completed by and Rob brought it all together well ahead of schedule. We felt he made a complex process as simple and stress free as possible.
I can highly recommend Rob for any advice you may be requiring or any similar work you may be contemplating.
One of the principal drivers behind having a Family Trust today is for asset protection.
First of all, if you have come out of a relationship, a Family Trust is an important tool in the toolbox in protecting you moving ahead in the future against possible relationship issues. It should be put in place as you come out of that past relationship. However, it cannot stand alone as you enter that new relationship but should be closely investigated in conjunction with a Contracting Out Agreement as you move into a new relationship.
Secondly, if you are in business your house and other assets should be owned by a Family Trust. If you can get your house into a Family Trust and so long as it is not used as security by a pesky creditor it should be protected against creditor attacks. Yes, there are some provisos to this but properly structured it is a very good first step in getting some good asset protection in place for your partner, your family and for youself.
Have you come out of a relationship? Are you going into a relationship with assets that should be protected for you and for your family in the event of relationship issues moving ahead? If the answer to either question is “yes”, you owe it to your family and to yourself to investigate a Contracting Out Agreement.
The main type of Trust in New Zealand that Jo Public needs to think about is a Family Trust.
For more information on Family Trusts contact Rob to have an electronic brochure emailed to you setting out the main points on a Family Trust.
Why is it important for me to have a Will?
You are not required to have a will. However, if you do not have a will you will have no choice as to where you hard earned assets and investments will go.
You can leave whatever you like to whoever you like. However, there are certain people you simply cannot ignore such as children, grandchildren and your partner. And, there are some basic “rules” for you to think about if you really do want to keep that disaffected child out of your will.
Do you give business establishment advice?
Trust’Up provides you with professional advice on purchasing your business. We are able to suggest the questions you should ask before you make an offer to purchase the business. We can also draft (or check) the agreement prior to purchasing the business, look at the fine print of the lease, incorporate a company or other entity to complete the purchase on your behalf, deal with the vendor’s lawyers as well as your Bank, and act in conjunction with your lawyer on the completion of the settlement.
We can also put in place a carefully crafted structure by means of asset protection to ensure what you have built up over the years before you go into business, can be protected as far as practically possible.
- Auckland, New Zealand