
John
undertakes a range of work relating to trust law.
Publications
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.
Documents
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.
Seminars
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.