Our Expertise

Wills/Trusts/Assets

Wills, Trusts and Asset Planning

The majority of the time we leave things until they are too late. By establishing a trust you are protecting your assets and this can result in successful inter-generational benefits after your death. Our highly experienced team will assist you in creating and preparing the necessary structures to meet your personal, charitable or corporate goals and provide you with continuous upkeep and helpful information regarding trusts.

Wills protect your personal possessions from being distributed to people who are not beneficiaries after your passing. Without a Will the cost to administer a deceased's estate is pricey and, therefore, we believe it is important to consider a Will if you are over 18 years of age. At MACTODD we will assist you in preparing and drafting a Will, ensuring it is up to date and that it can be understood by all in order to act upon your wishes in your passing. Furthermore, we can make plans and even act on your behalf in the event of an unexpected illness or injury. It is important to review Wills regularly and update when circumstances change in order to protect your family and friends.

Following your passing, we will ensure the transition of your estate is as straightforward as possible for your family members. Our efficiency from the initial application through to asset distribution ensures a smooth transition of your estate. We will also assist your family members on any other legal matters which may arise to ensure there are no delays to completing the administration of a deceased's estate.

  • Advice to Trustees
  • Creditor Protection
  • Enduring Power of Attorney
  • Establishing Trusts - Family/investment/charity
  • Estate administration
  • Estate and retirement planning
  • Gifting programs
  • Income tax minimisations
  • Maximisation of Government subsidies
  • Relationship Property Protection (Matrimonial)
  • Settling/resettling trusts
  • Succession Planning
  • The role and duties of executors and trustees
  • Transfer of assets to trusts
  • Wills

Our Wills/Trusts/Assets team

Bryce Jack, Partner Mactodd.

Bryce Jack

Partner

Queenstown

Clark Pirie, Partner Mactodd.

Clark Pirie

Partner

Queenstown

Jayne Macdonald, Partner Mactodd.

Jayne Macdonald

Partner

Queenstown

Richard Cunliffe, Partner Mactodd.

Richard Cunliffe

Partner

Queenstown

Alan Macalister, Consultant Mactodd.

Alan Macalister

Consultant

Queenstown

Bonnie Zareh, Senior Solicitor Mactodd.

Bonnie Zareh

Senior Solicitor

Queenstown

Fran Hesp, Senior Solicitor Mactodd.

Fran Hesp

Senior Solicitor

Queenstown

Emma Davidson, Legal Executive Mactodd.

Emma Davidson

Legal Executive

Wanaka

Ros Pirie, Legal Executive Mactodd.

Ros Pirie

Legal Executive

Queenstown