Michelle Ewart
Legal Executive
Email: michelle@helmores.nz
Ph: 03 311 8008
Michelle’s niche is in assisting clients with their estate planning and trust administration as well as the preparation of Wills and Enduring Powers of Attorney.
Michelle works with clients to establish and administer trusts, particularly in light of the Trusts Act 2019.
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Trust Administration
Wills and Enduring Powers of Attorney
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Michelle acts on:
The preparation of Trusts Act 2019 beneficiary disclosure requirements
Advising on new IRD reporting requirements for Trusts
the establishment and wind up of Trusts
The preparation of variation to Trusts including change of trustees
Reviewing Trust gifting structure in light of rest home subsidies
Assisting with asset planning matters including the preparation of Wills and Enduring Powers of Attorney in relation to Property and Personal Care and Welfare