Trusts & Estates Archive |
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| June
2007 |
TrustLaw
Residential Care Subsidies - working it out.
Foreign Shares - Income Tax Return 2008 early preparation. |
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May
2007
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TrustLaw
New Zealand Foreign Trusts - an outline. |
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| December 2006 |
TrustLaw
This month, succession planning for businesses, trusts and wills. |
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| September 2006 |
TrustLaw
Wills - The everyday things.
What happens if Grandma dies and leaves all her assets to Grandad who died 10
years ago?
Stop Press - Government backs down on capital gains tax proposal. |
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| July 2006 |
TrustLaw
Proposed capital gains tax on global share investments burden for trustees.
Australia - will you be taxed when you sell your Australian holiday home?
Enduring powers of attorney - subsequent appointments.
Tax Snippets - Must the Family Trust have an IRD number? |
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| May 2006 |
TrustLaw
New rules may mean that, in some circumstances, death is a taxable event.
Jointly owned property - tenants in common or joint tenants? What works for you?
A recent case highlights the complexity of ownership arrangements and the effect
of death on these - and the implications of Family Protection legislation on
your testamentary and relationship property arrangement. |
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| March 2006 |
TrustLaw
Recording gifting to trusts - the need to properly document all advances
Rural succession - planning for who will inherit your farm
Turning assets into cash for older people - how to use your assets to provide
income at 60+
Registering charities - registration of charities begins mid 2006 |
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| December 2005 |
TrustLaw
Charities Electronic Forms - The new Charities Commission will use an electronic
filing system, every entity will be allocated a seven character password called
a ‘Registry Key’. Entering New Zealand With An Overseas Trust -
If you have settled a trust in another country and have become a New Zealand
tax resident it is important that this trust is discussed with your advisers.
NZ Tax Residency - A New Zealand tax resident is taxed on all income no matter
where in the world it was earned. A non-New Zealand tax resident is only taxed
on income earned in New Zealand. Guardianship - People are often unaware of
the term ‘guardianship’ and what it entails. Trusts Under Attack
Again - A very recent Family Court case emphasises the need to operate trusts
correctly. |
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| October 2005 |
TrustLaw
New Charities Act - the devil is in the detail -for most charitable organisations
the concern of the new act will be to maintain continuity of their tax exemption
status by achieving registration as a registered charity. Trustees - know your
limits - A recent case highlights the risk that trustees face when they exceed
their powers. Do you have to advertise death? - a recent case has considered
whether an executor is under a responsibility to publish a death notice. Profile
- Alison Gilbert and Tax Snippets. |
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| July 2005 |
TrustLaw
How is my partner placed if I die? - explaining division of relationship property
in the event of death. Funeral instructions - making sure your funeral is what
you would like it to be. Tax Snippets - capital or income expenditure explained. |
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| April 2005 |
TrustLaw
Do You Really Need a Trust? - Reasons for creating a trust. Simultaneous Deaths
- Briefly covers the Simultaneous Deaths Act 1958. Gifting - For individuals
and Family Trusts. Burial at Sea - There are strict rules but it can be done.
Tax Snippets - We outline for accounting purposes what properly administered
trust should have |
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| February 2005 |
TrustLaw
Presumption of Death - What does the law say on the subject where people have
disappeared and are presumed dead? Trustees - Recording Decisions - How comprehensive
is your trust minute book? Trustees - Personal Liability - A Trust unlike a
company is not a separate legal entity. On Death - The Legal Procedures. Tax
Snippets - Tax Return Preparation. |
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| December 2004 |
TrustLaw
In this edition: The Gift of Life - organ and tissue donation. Trust Disasters
- keeping trust and personal property separate. Contracting As Trustees - a
recent case. Tax Snippets - trust income allocations, and upcoming tax payment
dates. |
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| October 2004 |
TrustLaw
This edition introduces a new format for TrustLaw - In it we discuss Medical
Treatment Directives and Enduring Powers of Attorney, Pre-Paid Funerals, Residential
Care, as well as beginning a new permanent feature - Tax Snippets. |
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| August 2004 |
TrustLaw
Who pays for the funeral? - We outline for you a recent High Court case, which
considered who has the legal obligation to pay for the funeral. - Is your Will
healthy? A checklist. - We have also prepared a Checklist for you to decide
if you need to update your will. |
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