John Brown | About

John Brown TEP, LLB, Dip Fin, CLU

John Brown is a barrister with a law degree from Victoria University of Wellington. He is registered as a Trust & Estate Practitioner with the Society of Trust and Estate Practitioners UK (STEP). He also holds a Diploma of Financial Planning from Waikato University and is a qualified Chartered Life Underwriter.

His work comprises:

• Consultancy advice and legal opinions in the areas of trusts and asset planning, business life insurance and some specialist tax areas

• Legal research and writing

• Preparation and review of legal documentation

• Seminar speaking

Prior to its abolition in New Zealand in 1993, John gained extensive consultancy experience advising wealthy clients on the means to avoid or reduce estate duty and the use of trusts and related structures. John also has unique and specialist experience in the development and use of life insurance in business contexts gained as an in-house solicitor and on retainer with a number of life insurance companies. As well as his consultancy work in the field of trusts, John provides a range of consultancy services to the insurance sector including as a sponsored seminar/conference speaker for many of the life insurance companies in New Zealand.

John is a consultant senior editor for CCH New Zealand Ltd (the tax and commercial law publishers) and the author of two books published by CCH: NZ Trusts & Asset Planning Guide, a 400 page guide for professional advisers on trusts and asset planning which is updated quarterly; and New Zealand Master Trusts Guide now in its second edition. John also head notes the New Zealand Trust Reports (NZTR), an online law report series that reports court judgments from the Supreme Court, Court of Appeal and High Court in the area of trusts.

John is a member of STEP. He is a co-convenor of the Auckland Trust Special Interest Group of the NZ Institute of Chartered Accountants. John is also a member of the Institute of Financial Advisors (IFA) and is chair of its Estate Planning Special Interest Group.




	About Trusts Asset Planning Publications Cases & Comment Contact		John Brown TEP, LLB, Dip Fin, CLU John Brown is a barrister with a law degree from Victoria University of Wellington. He is registered as a Trust & Estate Practitioner with the Society of Trust and Estate Practitioners UK (STEP). He also holds a Diploma of Financial Planning from Waikato University and is a qualified Chartered Life Underwriter. His work comprises: • Consultancy advice and legal opinions in the areas of trusts and asset planning, business life insurance and some specialist tax areas • Legal research and writing • Preparation and review of legal documentation • Seminar speaking Prior to its abolition in New Zealand in 1993, John gained extensive consultancy experience advising wealthy clients on the means to avoid or reduce estate duty and the use of trusts and related structures. John also has unique and specialist experience in the development and use of life insurance in business contexts gained as an in-house solicitor and on retainer with a number of life insurance companies. As well as his consultancy work in the field of trusts, John provides a range of consultancy services to the insurance sector including as a sponsored seminar/conference speaker for many of the life insurance companies in New Zealand. John is a consultant senior editor for CCH New Zealand Ltd (the tax and commercial law publishers) and the author of two books published by CCH: NZ Trusts & Asset Planning Guide, a 400 page guide for professional advisers on trusts and asset planning which is updated quarterly; and New Zealand Master Trusts Guide now in its second edition. John also head notes the New Zealand Trust Reports (NZTR), an online law report series that reports court judgments from the Supreme Court, Court of Appeal and High Court in the area of trusts. John is a member of STEP. He is a co-convenor of the Auckland Trust Special Interest Group of the NZ Institute of Chartered Accountants. John is also a member of the Institute of Financial Advisors (IFA) and is chair of its Estate Planning Special Interest Group.