|
|
BACKGROUND
-
Admitted as a barrister and solicitor of the High Court of New Zealand: 2002
-
Member: Society of Trust and Estate Practitioners
-
Member: ICANZ Trust Special Interest Group
AREAS OF SPECIALISATION
-
Trust law
-
Wills and estates
-
Personal asset and tax planning
-
Business succession planning
-
Trustees' duties and obligations
-
Relationship and matrimonial property law
-
Charitable trusts and charities
-
International asset and tax planning
-
Inbound and outbound migration planning
-
Offshore trusts and cross-border structuring
-
Trustee company formation and statutory compliance
|
|
 |
RELEVANT EXPERIENCE
-
Trust law: advice and opinions on trusts, administration of trusts, resettlements, variation, restructuring, creditor issues, trustee duties and obligations, distributions, winding up of trusts, beneficiary/trustee disputes
-
Establishing and advising on private family trusts and related structures
-
Advising clients on personal asset and tax planning issues and assisting them to develop a personal asset plan
-
Advising families on succession issues and the provision of inheritances to children
-
Assisting families with developing a business succession plan for family businesses
-
Advising on legal aspects of investment decisions, investment policies and strategies for trustees
-
Preparing wills and enduring powers of attorney
-
Advising on issues relating to deceased estates
-
Preparing and advising onpre-nuptial agreements
-
Advising on issues relating to relationship and matrimonial property disputes
-
Litigation support: trusts, beneficiary disputes, deceased estates and relationship property claims
-
Establishing charities and advising on administration and governance of charities
-
Advising on making of charitable grants and philanthropy
-
Establishing and advising on offshore trust structures and cross-border structuring
-
Advising private clients on trust and asset planning issues relating to inbound and outbound migration
-
Advising on creditor issues and asset protection
-
Establishing and advising on private trustee company structures
-
Providing advice and opinions to professional trustee companies and trustees
-
Advising professional trustee companies on statutory compliance issues, due diligence issues and anti-money laundering issues
|
|
