Protecting Family Wealth: Trust v Relationship Property

Are you a trustee, beneficiary, or family business owner concerned about protecting your wealth?
Hosted by Moore Markhams and Martelli McKegg Lawyers, this free webinar explores how to safeguard family assets in New Zealand against the complex overlap between trust law and relationship property law.

Whether you’re managing a family trust, entering into a relationship or advising clients on asset protection, we’ll show you practical strategies to reduce risk and strengthen the protection of your wealth for future generations.

Who should attend: 

• New Zealand business owners

• Trustees and beneficiaries

• Individuals, couples and families

• Legal and Financial Advisors

• Anyone seeking to understand trust property and relationship property in New Zealand

What we’ll cover:

1. Tips for protecting trusts property from relationship property creep

2. The interface between trust and relationship property

3. Protecting family wealth: trust v relationship property.

What you'll gain:

This webinar gives you a clear understanding of how trust property interacts with relationship property, and what this means for protecting family wealth in New Zealand.

You’ll learn how to:

• Identify and mitigate the risks of relationship property creep into trusts.

• Navigate the interface between trusts and relationship property law with confidence.

• Apply practical strategies to preserve family wealth across generations, even in the face of complex personal or legal challenges.

Our presenters will share legal insights and real-world examples to help you recognise potential pitfalls and implement effective protection strategies.

By the end of the session, you’ll be equipped with practical knowledge to make informed decisions about structuring and safeguarding your assets.

Presented by:

Jacque Lethbridge
Partner, Martelli McKegg Lawyers

Jacque Lethbridge is a senior litigation partner and heads up the Disputes Resolution team at Martelli McKegg Lawyers. With over 20 years of experience across complex commercial litigation, financial services disputes, regulatory investigations and trust and property litigation, Jacque brings a deep understanding of both the courtroom and boardroom dimensions of legal practice. A trusted advisor to clients navigating high-stakes disputes, Jacque’s expertise spans High Court and appellate work, arbitration and alternative dispute resolution.

Jacque is recognised for her expertise in contentious litigation, restructuring and insolvency work and has held various industry board positions including with the Restructuring and Insolvency Turnaround Association of New Zealand and The Law Association of New Zealand. She is actively involved in promoting and encouraging diversity in the legal profession and insolvency area and was a founding member and co-chair of Women in Restructuring and Insolvency. Jacque has been a regular speaker at seminars and conferences including for Legalwise Seminars, The Law Association, The New Zealand Law Society Litigation Skills and the College of Law.