Member: Society of Estate and Trust Practitioners
Provisional
CA Membership: Institute of Chartered Accountants of New
Zealand
Member: Chartered Secretaries New Zealand
Member:
ICANZ
Trust Special Interest Group
Senior Member: New Zealand Trustees Association
AREAS OF SPECIALISATION
Trust
law
Personal
asset and tax planning
Relationship
property issues
Succession
Estates
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,
incorporated societies and other
organisations.
Advice
on the legal aspects of the investment of trust funds
and generally on trustees' prudential
duties.
Relationship
property agreements and issues.
Matrimonial and relationship property disputes.
Advice on planning opportunities upon immigration into New
Zealand and emigration from New
Zealand.
Use
of New Zealand trusts in international tax planning
Establishment
of trustee operations in New Zealand in the context
of international tax planning
Advice
and guidance to families on succession issues and development
of strategies to address such
issues.
Advice
and assistance to trustees and beneficiaries in relation
to the variation of trust instruments
including applications to the Court.
Advice
and assistance to investment advisors and investment
brokers in relation to their
legal obligations.
Advice
and assistance to clients (including Trustee Companies)
on a broad range of issues involving
the interpretation of trust deeds, duties of trustees
and the management and administration
of trusts.
Family
protection and testamentary promises claims.
PUBLICATIONS
Co-author
of New Zealand chapter in International Succession
Laws, Tottel Publishing.
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