Juliet Moses

Partner
LLB (Hons) University of Auckland
BCom University of Auckland

Direct Phone: + 64 9 920 8680
Mobile: + 64 21 944 628
Email:  juliet.moses@tgtlegal.com

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Juliet Moses-WEB-4741-477
BACKGROUND
  • Admitted as a barrister and solicitor of the High Court of New Zealand: 1996
  • Member: ICANZ Trust Special Interest Group
  • Member: Society of Trust and Estate Practitioners
  • Honorary Solicitor to Auckland Chevra Kadisha Benevolent Society and Trust Board
  • Honorary Solicitor to the Aorangi Club
  • Chair of Society of Trust and Estate Practitioners Education Committee (NZ)
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:
  • Advising and opining on legal issues relating to trusts, the administration of trusts, resettlement and variation of trusts, estate planning, estates and wills.
  • Establishing private family trusts, charitable trusts, employee share trusts, group insurance trusts, superannuation schemes (including QROPS) and other organisations.
  • Advising on and assisting with estate planning, asset protection and related measures.
  • Advising on the legal aspects of the investment of trust funds and generally on trustees' prudential duties.
  • Preparing and advising on relationship property agreements and issues.
  • Advising and guiding 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.
  • Presenter of paper on Executors' Duties and Risks in Enriching the Estate at Cradle to Grave Conference: 2016.
  • Presenter of paper on the Winding-up of Trusts at Auckland District Law Society Inc Cradle to Grave Conference: 2018.  
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 New Zealand Law Society seminar and webinar: 2015 and 2017.
  • Co-presenter of paper at New Zealand Law Society Trusts Conference on Retirement and Removal of Trustees: 2017.
  • Co-presenter of seminar for New Zealand Law Society on Trustees' Capacity Issues: 2018.
 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.
Contact us
+64 9 920 8660
South British Insurance Company Limited Building
Level 7
3-13 Shortland Street
Auckland 1140
New Zealand