PAST PAPERS: Family Law: Property and Financial Matters
Date: November 2016
Making and Defending Spousal Maintenance Claims
Presented by Debbie Dunbar, Partner and Maretta Twentyman, Senior Solicitor, Morrison Kent
General Assets Division: Challenging Prima Facie Presumptions
Presented by Jacinda Rennie, Partner and Helen Tyree, Associate, McWilliam Rennie Lawyers
Chair: Marlo Greenhough
Debbie Dunbar is a Partner at Morrison Kent in Wellington. Debbie is a family law specialist, with extensive knowledge and experience in the area. While Debbie has experience in dealing with all family law areas, she has a particular focus on separation and relationship property matters, often involving spousal maintenance claims. Debbie aims to work with clients to achieve practical solutions, ensuring that they understand the legal processes and their options throughout.
Maretta Twentyman graduated from the University of Otago and was admitted to the bar in 2011. Prior to relocating to Wellington in 2016 and joining Morrison Kent, Maretta practised in London and at Webster Malcolm in Auckland. She specialises in family law, particularly in the areas of relationship property, contested estates and child care matters.
Jacinda Rennie is a lawyer specialising in family law at McWilliam Rennie in Wellington. She graduated from the University of Waikato with a Bachelor of Laws with First Class Honours, and was admitted to the bar in 1996. Jacinda and Leona McWilliam formed McWilliam Rennie, a boutique practice in central Wellington specialising in family law in 2009. Jacinda has been a co-author of Brookers Family Law - Family Property since 2007. Jacinda has also presented seminars for the New Zealand Law Society on s 21 agreements and on relationship property matters after death.
Helen Tyree is an Associate at McWilliam Rennie, specialising in family law. Helen graduated from Otago University in 2000 with a Bachelor of Laws and from Brunel University of London in 2003 with a Master of Laws in Child Law and Policy (with distinction). From 2003 she worked in firms in Taranaki specialising in family law, and has been with McWilliam Rennie in Wellington since 2014. As well as acting for clients in all areas of family law, Helen undertakes regular appointments as lawyer for child and as lawyer for subject persons under the Protection of Personal and Property Rights Act. She is also a co-author of Brookers Family Law- Family Property.
David McLay specialises in tax, trust, and charities law. He has broad experience and expertise in all facets of tax practice, including corporate income tax, Goods and Services Tax, and tax litigation. David is very experienced in handling tax disputes and is well known for his ability to resolve tax disputes without resort to litigation. He has appeared as counsel in about 40 tax cases, including Rangatira Limited v CIR (gains from share sales), Shell NZ Holding Co Limited v CIR (GST - tax invoices on importation) and Hawkes' Bay Power Distribution Limited v CIR (repairs and maintenance, and tax accounting). He has significant experience in acting for clients in relation to proposed tax legislation. David has appeared before the Finance and Expenditure Select Committee on numerous occasions (including twice as an advisor to FEC), as well before other Select Committees. David has been Chair of the Rewrite Advisory Panel since 2008. The Panel supervises the rewrite of the Income Tax Act and considers submissions about unintended legislative changes, and it also considers remedial issues referred to it by the Minister. During 2010, David was a member of the GST Advisory Panel, which addressed transitional effects of the increase in the GST rate. He is the Consultant Editor for CCH's New Zealand Tax Planning Report and a member of the Editorial Board for CCH's New Zealand Income Tax Law and Practice. David has been advising on the establishment and operation of trusts for nearly 30 years. In the past 15 years, he has developed an extensive advisory practice in relation to trusts for non-residents and overseas trust companies. He has tried avoiding involvement in contentious trust matters, but the increasing amount of trust disputes and litigation has resulted in some trust litigation work. David has recently advised a number of Maori iwi on Treaty settlements and the establishment of post-settlement governance entities, including advising the Central North Island Iwi Collective on the CNI Forests Settlement in 2008 (involving over $400m) and the establishment and restructuring of the Tuhoe Trust in 2009-11. He also represented three Tuhoe entities in the High Court on a charitable scheme application obtaining a favourable interim judgment in August 2012. David has advised a number of significant charities and other non- profit organisations on a variety of structuring and restructuring issues. He has appeared as counsel in two cases concerning registration: Canterbury Development Corporation v Charities Commission and Re Queenstown Lakes Community Housing Trust. Before commencing practice as a barrister, David was a tax partner at Bell Gully from 1986 until early 2003. Previously, David was a Lecturer in the Accountancy Department at Victoria University of Wellington.
Jay Shaw is a corporate finance partner at Grant Thornton New Zealand. He has extensive knowledge in valuation, litigation support and forensics, with 20 years of service in the accounting profession and 15 years' experience in business valuation and forensic accounting both in New Zealand and in the United Kingdom. Jay has undertaken more than 300 business, share, and intangible asset valuations, ranging from small privately owned companies to listed companies. Many of these valuations were prepared for commercial purposes including mergers and acquisitions, accounting, taxation, fairness and restructuring purposes. In addition, he has provided valuation and forensic accounting services in a wide range of disputes in litigation, arbitration, expert determination and mediation, including: Valuations, including for shareholder and commercial disputes, and for the sale of controlling and minority business interests. Financial losses arising from general business disputes, post-acquisition disputes, and loss of profits claims. Accounting investigations, including accounting records reconstruction, asset tracing, and commercial investigations. Relationship property matters, including valuations and financial investigations. Jay has previously given evidence before the courts and other tribunals.
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