|
|
BACKGROUND
-
Admitted as a barrister and solicitor of the High Court of New Zealand : 1996
-
Member: International Pension and Employee Benefits Lawyers' Association
-
Member: Auckland Women Lawyers' Association
-
Member: ICANZ Trust Special Interest Group
-
Member: Society of Trust and Estate Practitioners
AREAS OF SPECIALISATION
-
Trust law
-
Personal asset planning
-
Legal aspects of managing trust funds
-
Superannuation
-
Relationship property issues
-
Succession
-
Charitable trusts
|
|
 |
RELEVANT EXPERIENCE
Areas of practice include:
-
Trust law : advice and opinions on legal issues relating to trusts, the administration of trusts, resettlement and variation of trusts, estate planning, estates and wills.
-
Establishment of trusts : private family trusts, charitable trusts, employee share trusts, group insurance trusts and other organisations.
-
Estate planning, asset protection and related measures.
-
Advice on the legal aspects of the investment of trust funds and generally on trustees' prudential duties.
-
Relationship property agreements and issues.
-
Advice and guidance to families on succession issues and development of strategies to address such issues.
-
Advising trustees of family trusts, charitable trusts and superannuation trusts on the interpretation of trust deeds, duties of trustees and the management and administration of trusts.
-
Negotiating investment management and custodial agreements
-
Liaising with regulatory authorities, including Government Actuary, Securities Commission (including applications for exemptions) and Companies Office.
-
Advising employers on rights, duties and compliance with respect to superannuation schemes
-
Advising on restructurings of superannuation schemes, including amalgamations, establishment of defined contribution sections in defined benefit schemes, surplus reversions, implementation of member investment choice, amendments, windings-up.
-
Advising trustees of, and employers with, existing superannuation schemes on all aspects of KiwiSaver implementation.
PUBLICATIONS AND PRESENTATIONS
-
Presenter of Auckland District Law Society seminar on A Lawyer's Duty to Give Investment Advice: 2005
-
Co-author of New Zealand chapter in International Succession Laws, Bloomsbury Professional.
-
Presenter of Auckland District Law Society Incorporated seminar on The Winding-up of Trusts: 2010
-
Presenter of Trusts, Assets and Estate Planning Legal Update Conference: 2008, 2009 and 2010
-
Presenter of paper to Auckland branch of Society of Trust and Estate Practitioners on Issues Surrounding Trust Ownership of Companies: 2011
-
Presenter of paper on the Abolition of Gift Duty at the Auckland District Law Society Incorporated Cradle to Grave Conference: 2011
-
Presenter of paper on Capacity Issues at the New Zealand Law Society Trusts Conference: 2011
-
Presenter of paper on Trustees' investment obligations at the New Zealand Institute of Chartered Accountants Trust Special Interest Group: 2011
|
|
