PAST PAPER: Trusts Wills & Estates: Year in Review
Date: November 2016
Erceg v Erceg: The Latest on Beneficiaries' Rights to Trust Information
Presented by Chris Kelly, Consultant and Kimberly Lawrence, Solicitor, Greg Kelly Law Limited
Estates Potpourri: PRA, Wills and Trends
Presented by Lisa Fraser, Partner and Costas Matsis, Partner, Gault Mitchell Law
Workshop: Validating Wills
Presented by Henry Stokes, Senior Trusts Solicitor, Public Trust
Chair: Frances Gush
Frances Gush is a family lawyer and currently specialises in providing advice to individuals or other practitioners on the interface between relationship property and trust law when assets accumulated during a relationship or marriage are held in discretionary trusts. She has written about the development of this dynamic area of the law. She has presented at Conferences and Seminars. She has extensive court experience in all areas of family law including the care of children, adult maintenance, relationship property and constructive trust claims.
Chris Kelly has over 35 years' experience as a lawyer specialising in wills, trusts, estates and elder law. In addition to working for many years as a lawyer in Public Trust, he also held other varied roles there, including District Public Trustee (manager) at their flagship Wellington branch and Chairman of their staff superannuation scheme. Subsequently Chris was General Counsel at The New Zealand Guardian Trust Company for 8 years and a member of their senior management team. Chris is co-author of two leading legal texts: Garrow & Kelly law of Trusts and Trustees (6th edition and the 7th edition published in 2013) and Dobbie's Probate Administration Practice (5th edition, 2008 and 6th edition, 2014). In addition to other publications, Chris has presented more than a dozen papers at legal conferences and has chaired LexisNexis Elder Law Conferences. In 2009 Chris completed a Master of Laws with a thesis on accountability of trustees. He has also completed a Diploma of Management from the New Zealand Institute of Management. Chris is a member of the New Zealand Law Society, the Property Law Section and the UK based Society of Trust and Estate Practitioners (STEP).
Kimberly Lawrence joined Greg Kelly Law Limited as a solicitor in 2016. She has a longstanding interest in trusts and estates and works with Chris and Greg Kelly on papers, presentations, and other publications. She is particularly interested in constructive trusts and their operation in this sphere.
Lisa Fraser is a partner at Gault Mitchell Law, having commenced practice in Rotorua and then moving to Gault Mitchell Law in 2002. Lisa advises her clients on property law, commercial law, estate planning and family law, with a particular focus on relationship property agreements and separation issues. Lisa is also Convenor of the New Zealand Law Society Trusts and Estates Law Committee.
Costas Matsis is a Partner at Gault Mitchell Law specialising in Litigation and Dispute Resolution. Costas commenced practice in Wanganui, appearing for the Crown on a wide range of criminal matters in both the District Court and the High Court. He then worked for a borough council in London before joining Crown Law in 2001. He moved to Gault Mitchell Law in 2002 and has been a Partner there since 2004. Costas acts for variety of clients, from large commercial entities to trade associations to small and medium businesses. His areas of practice include commercial and property litigation, employment disputes and estate, family protection and relationship property claims. He has regularly appeared in the High Court, the District Court, the Family Court and the Employment Relations Authority
Henry Stokes has been in private practice and acted as in-house counsel for a combined period of 20 years. He is currently a senior trusts solicitor for Public Trust. Henry specialises in the areas of wills, estates, trusts (both family and charitable) and protection of personal and property rights matters, including appearing in the Family Court and High Court. Henry advises on all areas from the preparation and implementation stages through to the disputes, claims and proceedings stages.
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