PROFESSIONAL BACKGROUND
Admitted as a barrister and solicitor of the High Court of New Zealand : 1983
Member: International Tax Planning Association
Member: International Pension and Employee Benefits Lawyers' Association
Member: International Fiscal Association
Member: Society of Trust and Estate Practitioners
Member: ICANZ Trust Special Interest Group
Co-founder of and consultant to the CCH Trust Service, a software based trust database
    and precedent system.

AREAS OF SPECIALISATION
Trust law
Tax planning
Personal asset planning
Relationship property issues
Legal aspects of managing trust funds
Succession
Estates
Charitable trusts
Superannuation

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.
Estate planning, asset protection and related measures.
Matrimonial and relationship property disputes.
Advice on the legal aspects of the investment of trust funds and generally on trustees'    prudential duties.
Relationship property agreements and issues.
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.
Establishment of collective investment arrangements such as unit trusts, superannuation     schemes and the public offer of securities including the preparation of prospectuses,     investment statements and other documents associated with the offer.
Investment management contracts, custodian arrangements, administration contracts and     other service contracts.
Advising on the restructuring of superannuation schemes, including amalgamations,
    addition of defined contribution sections to defined benefit plans, surplus reversions,
    implementation of investment choice, salary sacrifice and other variations.
Advice to fund managers and trustees in relation to the investment of funds in derivatives.
Advice and assistance to investment advisors and investment brokers in relation to their
   legal obligations.
Advice and assistance to clients on a broad range of issues involving the interpretation of    trust deeds, duties of trustees and the management and administration of trusts.
Litigation support : expert assistance to counsel in trust and estate claims.
Family protection and testamentary promises claims.
Advice on Kiwi Saver.

PAPERS AND PRESENTATIONS
Presenter of New Zealand Law Society travelling seminar on "Asset Protection" (1996)
    and presenter of papers entitled "Trusts in New Zealand - a changing environment" and     "Administration of trusts" at the New Zealand Law Society's inaugural conference on trusts     (1999)
Presenter at New Zealand Law Society's trusts conference (2001) on "Modern trust     structures" and "How to do a resettlement - practical legal issues"
Presenter of workshop on master trusts at the conference of the Association of     Superannuation Funds of New Zealand (2000) and presenter on superannuation issues
    at industry conferences
Presenter at New Zealand Law Society's Triennial conference (2001) on "International
    trusts in a rapidly shrinking world"
Presenter, Auckland District Law Society seminars on the "Property (Relationships)
    Act and Estate Planning" (July, 2002) and "Small business issues - asset protection
    and succession" (October 2002)
Presenter at New Zealand Law Society's trusts conference (2003) on The Property     (Relationships) Act and trusts and wills.
Presenter at CCH trust service user's conferences.
Presenter at New Zealand branch society of Estate and Trust Practitioners (STEP) inaugural     conference (2004) on "Contracting as a trustee - liability to creditors"
Presenter at New Zealand Law Society's trusts conference (2005) on "Contracting as a     trustee - liability to creditors" and "Private trust companies"
Presenter at Legal executives masterclass (2005) on "Property (Relationships) Act and     estate planning"
Chairman Auckland District Law Society's trust conference 2006
Presenter at Auckland District Law Society's conference on the "Interface between property     and family law" (2007), on "Dealing with property in a trust on separation"