John undertakes a range of work relating to trust law.


John writes extensively in the field of trusts including the NZ Master Trusts Guide, the NZ Trusts and Asset Planning Guide and the NZ Trust Reports.

Legal Advice

John provides specialist advice on a consultancy basis to lawyers, accountants, private clients and insurance companies and brokers.

As a barrister, John is required by the professional conduct rules of the New Zealand Law Society to obtain instructions from a solicitor before providing advice. Where a private client does not have an existing advisor, John is able to recommend a competent and experienced solicitor to provide those instructions and any other services required.

Litigation Assistance

As a specialist writer and advisor in the trust field, John is available to provide advice and assistance in relation to proposed or existing litigation. This may include advice concerning the possible basis for an action, case law relating to a particular topic or issue and the preparation of draft submissions either as an independent consultant or as counsel in the proceeding.


John provides advice on all aspects of trust documentation including existing trusts and the creation of new trusts. John may review draft documentation prepared by a client’s own professional advisor or may on occasion provide draft documentation for their use.

John is regularly engaged in the establishing of new charitable trusts including with advice concerning proposed charitable purposes, incorporation as a trust board, preparing or reviewing documentation and arranging registration with the New Zealand Charities Commission.


John is a speaker on trust matters to professional bodies such as STEP, the Auckland Trust Special Interest Group of the NZ Institute of Chartered Accountants (of which he is also a co-convenor) and IFA (of which he is chair of the Estate Planning Special Interest Group). He also addresses groups of lawyers, accountants and insurance brokers and/or their clients on particular issues in trust law and recent developments in case law.