Jump to Content

Smith and Partners Lawyers

At a glance
Name
Smith and Partners Lawyers
Category
Legal
Address
293 Lincoln Road
Henderson
Auckland 0610
Postal Address
PO BOX 104-065 Lincoln North
Henderson
Auckland 0654
Regions
Auckland, Waitemata, Counties Manukau
Phone
View Phone Number
Fax
View Fax Number
Email
View Email Address
Web
Visit Website
Personnel
Elder law team leader
Carolyn Ranson - 098376891
Director
Bret Gower - 098376893
Photos
Elder Law – Specialist Advice for 65+ – Estate Planning, Downsizing & Retirement Villages

Elder Law – Wills, enduring powers of attorney, downsizing your home, buying into a retirement village or moving into a rest home or residential care – As we live longer, the issues faced by seniors are evolving and today require specialized legal advice.

Our Elder Law specialists will take the time to understand you or your family member’s individual situation. The decisions related to this time of life can be complicated, and the law around it very different to what you are used to – for example buying into a retirement village is very different to buying a normal house.

We’ll guide you through your options in a clear and easy to understand manner and ensure that you understand the best way to organize your property and personal affairs both now and in the future.

It is always best to seek advice before illness or incapacity. However, we can also assist if you have family members who become incapacitated without prior legal planning.
Service Description
Service Description
Estate Planning – Wills Trusts & Powers of Attorney:
Estate planning is about ensuring that all your legal affairs are in order and reflect your wishes, in the event that you become incapacitated or pass away. As you advance in years, this becomes even more important. Without the correct, up to date legal documentation, your family may be tied up in costly court processes and your wishes may not be followed.

Your legal plans should be reviewed regularly, to ensure that your current wishes and changes to the law are reflected.

Estate planning is also about ensuring that your assets are protected, both now and in the future. These days families can be complicated, we can help ensure that your assets are protected and advise you on the best vehicles to ensure that those hard earned assets are distributed as you would like upon your death.

Wills (last will and testament)
Digital Estates
Family Trusts
Advanced directives (living wills/ end of life decisions)
Pre-paid Funerals
Enduring powers of attorney for personal care and welfare
Enduring powers of attorney for property
Relationship property agreements

PPPR Applications:
What happens if your loved one becomes mentally incapacitated through illness or injury and they do not have enduring powers of attorney in place? Before you are able to act on behalf of the incapacitated person, you will need to make an application under the Protection of Personal Property Right Act (PPPR). We can prepare an application to the Court for you to be appointed as a welfare guardian or property manager.

There are limited time frames for orders; we can also assist with applications for further orders where previous orders are set to expire.

Applications to be appointed Property Manager
Applications to be appointed Welfare Guardian
Applications for further orders where previous orders set to expire

Downsizing Your Home:
If you are not ready to move into a retirement home, but are looking to downsize you may be looking at buying property with significantly different legal ramifications than your standard freehold property. When buying into units, apartments or townhouses, we can help you understand the benefits and pitfalls of unit titles, body corporates, cross lease titles and other more complicated ownership structures.

Alternatively, you may be looking to subdivide your current property and either sell the new section or build a new home on the new section. We can assist with subdivisions and building contracts.

Unit titles
Body corporates
Units
Cross leases
Leasehold property
Subdividing property
Residential building contracts

Rest Homes & Residential Care Facilities:
Moving into a rest home or residential care facility can be an expensive undertaking. Who pays? How does previous gifting to a family trust affect whether or not you qualify for the Government’s residential care subsidy.

We can provide advice on the asset threshold limits, advise on exemptions for residential care subsidies or assistance with applying for a residential care loan if you do not qualify for a residential care subsidy.

Residential care subsidy
Residential care loan applications
Impact of gifting on residential care subsidy
Advice on exemptions to the asset thresholds for residential care subsidies

Updated: 10 Jun 2024