Blog » Trust Law & More Limited

o you’ve decided to move into a retirement village? 5 legal matters you may need to sort out

Moving into a retirement village is often talked about as one decision: choosing the village and choosing the unit.

What your lawyer is checking when advising on an Occupation Right Agreement

Legal advice on an Occupation Right Agreement is not just a signing appointment. Your lawyer should help you understand the ORA, disclosure documents, fees, repayment timing and how the agreement fits with the rest of your retirement village move.

Posted 4 days ago

Buying an ORA: What will you, or your estate, get back from the village?

When you move into a retirement village, it is important to understand what you pay, what may be deducted, when repayment happens, and what your estate may receive later.

Posted 5 days ago

Moving into a Retirement Village with a Family Trust

If there is a family trust involved in a retirement village move, the trustees need to check what the trust owns, what the deed allows, how any ORA payment should be treated, and whether the trust is still needed.

Posted 6 days ago

Dealing with Legal Matters When Those Involved are in Different Places

A retirement village move may involve people in Auckland, elsewhere in New Zealand or overseas. The legal work can often be managed by Zoom and electronic signing, but Wills and EPAs still need careful in-person signing.

Posted 8 days ago

Why a NZ Bank Account May Not Solve the Australia Trust Issue

Last week I mentioned the Australia issue with NZ trusts.

Posted 9 days ago

New Zealand Trusts and Australian Beneficiaries: The Trap Families Miss

If your children live in Australia, a New Zealand trust may not work the way you expect. Australian tax can become an issue when money is distributed from a NZ trust.

Posted 10 days ago

Five Legal Matters to Review Before Moving Into a Retirement Village

Moving into a retirement village usually involves more legal paperwork than people initially expect. Before signing an Occupation Right Agreement, residents are required to receive independent legal advice.

Posted 47 days ago

What’s going on with retirement villages at the moment?

Proposed changes to retirement village laws introduce a repayment timeframe and interest on delays — but in practice, families may still be waiting for their capital. Here’s what you need to know before signing an Occupation Right Agreement.

Posted 52 days ago

Why You May Be Asked to See a Doctor Before Signing a Will

Being asked to see a doctor before signing a Will can feel unnecessary. In many cases, it’s not about capacity at all - it’s about protecting your decisions if your Will is later questioned.

Posted 55 days ago