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, superannuation schemes (including QROPS) 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 the Financial Markets Authority 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 and windings-up.
- Advising trustees of, and employers with, existing superannuation schemes on all aspects of KiwiSaver implementation.
PUBLICATIONS
- Co-author of New Zealand chapter in International Succession Laws, Bloomsbury Professional.
- Author of chapter in CCH 2011 Master Trusts Guide on "Termination and Insolvency of Trusts"
- Author of article in the Charities Issue of the New Zealand Law Journal: April 2013
- Author of article in the Charities Issue of the New Zealand Law Journal: April 2014
- Author of article in the International STEP journal on the New Zealand Wills Act: 2015
PRESENTATIONS
Auckland District Law Society
- Presenter of Auckland District Law Society seminar on A Lawyer's Duty to Give Investment Advice: 2005
- Presenter of Auckland District Law Society Incorporated seminar on The Winding-up of Trusts: 2010
- 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 the Retirement and Removal of Trustees at the Auckland District Law Society Incorporated Cradle to Grave Conference and by Webinar: 2013
New Zealand Law Society
- Presenter of paper on Capacity Issues at the New Zealand Law Society Trusts Conference: 2011
- Presenter of paper on Capacity and Best Practice at the New Zealand Law Society Death and the Law Intensive: 2012
- Presenter of paper on the Abolition of Gift Duty at the New Zealand Law Society Trusts Conference: 2013
- Presenter of paper at New Zealand Law Society Trusts Conference on Independent Trustees: June 2015
- Presenter of Trusts for Company and Commercial lawyers NZLS seminar and webinar: March 2015
Society of Trust and Estate Practitioners
- 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 Trustees' conflicts of interest to Auckland branch of Society of Trust and Estate Practitioners: 2012
- Presenter of paper on The Executors Duties and Risks in Enriching the Estate at STEP New Zealand Mini Conference: September 2015
Other
- Presenter of Trusts, Assets and Estate Planning Legal Update Conference: 2008, 2009 and 2010
- Presenter of paper on Trustees' investment obligations at the New Zealand Institute of Chartered Accountants Trust Special Interest Group: 2011
- Presenter of paper on the winding-up of trusts at the New Zealand Institute of Chartered Accountants Trust Special Interest Group: May 2014
- Presenter of paper on Trustees' investment obligations at the New Zealand Institute of Chartered Accountants Trust Conference: June 2014
- Co-presenter at Trusts for Company and Commercial Lawyers roadshow: March 2015
- Presenter of paper at CCH New Zealand Agri-Industry Summit on Succession Planning and Using Trusts to Protect Assets: July 2015
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