Assisting ultra-high net worth individual through the creation of a bespoke inheritance structure by creating a family trust, business trust, will and succession plan.
Restructuring seven business and family trusts for a high net worth individual to reduce inherent business and relationship risk in those trusts.
Creation of a charitable trust as part of a married couple’s philanthropic succession planning.
Preparing a relationship agreement for a high net worth individual for their partner to contract out of relationship claims against several trusts and companies both domestically and internationally.
Preparing a property sharing agreement for an ultra-high net worth individual to document unequal equitable shares and contributions in their family home.
Preparing complex wills for a married couple involving the creation of a discretionary family trust to be established on their death in various different situations for their children and future generations.
Establishing a business trust for ultra-high net worth individual’s new business venture and liaising with their team of accountants and corporate planners to implement a strategy to protect the business from relationship risk.
Providing pre-emptive advice to the executor of an estate on their duties in the administration of their mother’s estate in light of potential claims under the Family Protection Act 1955 as well as possible breach of trust claims.
“The privilege of being a trustee: can a trustee ever avoid disclosure of legal advice in New Zealand?” (2021) 19(3) TQR 21.
“Review of recent trust law case developments and their implications” (paper presented through Legalwise, May 2022).
“Estate planning for elderly and vulnerable clients” (paper presented through NZLS, November 2021).
“Trusts in focus: when to use a trust and how to use it well” (paper presented through Legalwise, October 2021).
“Trusts and the ageing trustee” (paper presented through Legalwise, September 2021).
“Part 2: Trust law for new practitioners” (paper presented through CCH Learning, September 2021).
“Part 1: Trust law for new practitioners” (paper presented through CCH Learning, August 2021).
“Being a trustee in today’s climate” (paper presented through Legalwise, March 2021).