PAST PAPER: Trusts, Wills and Estates Conference
Date: September 2017
Wills Instructions: Giving Advice vs Order Taking
Presented by Henry Stokes, Senior Trusts Solicitor, Public Trust
Children of the Deceased: Natural Children, Step Children and Adopted Children
Presented by Stuart Cummings, Barrister, Surrey Chambers
Dealing with the Person and the Business
Presented by Stephen Law, Senior Associate, TGT Legal
Gifts or Loans to Children and Estate Planning
Presented by Vicki Ammundsen, Director, Vicki Ammundsen Trust Law
Where There's a Will, There's a Way (to Challenge It)
Presented by Sally Morris, Partner and Georgia Angus, Senior Solicitor, Morris Legal
Testamentary Capacity, Undue Influence and Suspicious Circumstances
Presented by Richard Thompson, Barrister, Vulcan Building Chambers
Tammy McLeod is the director at Davenports Harbour and a trust and asset structuring specialist. She specialises in the areas of personal asset planning, trust law and Property (Relationships) Act. Tammy has been the director at Davenports Harbour for over 10 years and leads the Trust Team. She enjoys providing clients with advice and assistance on a broad range of issues involving the structuring and establishment of asset plans, interpretation of trust deeds, duties of trustees and the management and administration of trust funds. Tammy is a past president of the Auckland Woman Lawyers' Association and is a current co-convenor of the NZICA Trust Special Interest Group.
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.
Henry Brandts-Giesen specialises in private wealth. His advisory practice encompasses family trusts, offshore trusts, residency by investment, estate planning, relationship property agreements, collective investment schemes, unit trusts, superannuation schemes and employee benefit trusts. He is an experienced corporate and commercial lawyer and has a strong understanding of fiduciary risk having acted for both institutional and private trustees in numerous major transactions in New Zealand and overseas. Henry also has a contentious element to his practice and he is frequently involved in the resolution of trust related disputes, the interplay between trusts and relationship dissolution and applications to court for orders relevant to trusts. He has acted for prominent clients in a number of reported judgments concerning the Rule in Hastings Bass, the Doctrine of Mistake, the removal of fiduciaries and Public Trustee v Cooper type applications together with several unreported judgments concerning relief of an injunctive nature. Henry has advised several sportsmen, performers, captains of industry and other internationally recognised individuals. He regularly advises foreign law firms, banks, accountants, financial service providers and professional trustees.
Stuart Cummings commenced practising law in 1979 as an old-fashioned "law clerk" while completing his law degree. He was admitted in May 1982 and has practised, in the earlier days, in a number of jurisdictions before specialising in Family Law in the late 1980s. Over the past 17 years that family law focus has further narrowed to a predominance of work in the relationship property area, trusts and the law affecting estates. Stuart has practiced as a Barrister sole since 1990.
Stephen is a senior associate at TGT Legal, a boutique law firm specialising in trusts, personal asset planning, succession, trustee services, estate administration and superannuation.
Geoff Harrison is an experienced barrister who specialises in Family Law. He understands the sensitivity and confidentiality required when it comes to resolving family legal matters and concerns. He offers a wide range of legal services, including but not limited to: All aspects of family law, Parenting issues, Relationship and trust property disputes and Estate litigation issues. Geoff is a contributing author to 'Fisher on Matrimonial and Relationship Property', and is a member of the New Zealand Law Society.
Vicki Ammundsen is a director at Vicki Ammundsen Trust Law. Vicki's approach to trust law is practical but also grounded in a good understanding of trust law principles, related legislation and case law. As the author of a number of texts including Taxation of Trusts, the Trustee's Handbook and Trustee Liability, Vicki is well placed to provide advice on all areas of trust law.
Sally Morris is the founding partner of Morris Legal. Sally is admitted as a barrister and solicitor in New Zealand, New South Wales and New York and has a master of laws degree from Columbia University in New York. Sally has an established reputation in the field of relationship property, trust and estate disputes. Sally has been published in the New Zealand Law Journal and the International STEP Journal with articles relating to the role of charities in estate disputes and the application of the Wills Act by the High Court. Sally regularly presents papers to industry conferences around New Zealand including recent presentations on the use of trusts to protect assets, the role of the independent trustee, challenges to estates and the implications of the recent Supreme Court decision of Clayton v Clayton in terms of asset protection following the end of a relationship. Sally was recognised in the 2016 NZ Lawyer 2016 Hotlist as "one to watch" and was a finalist for the Young Private Practice Lawyer of the Year at the 2016 New Zealand Law Awards. Sally was recently awarded Trust and Estate Litigation Lawyer of the Year in the Finance Monthly Law Awards 2017. Sally is a STEP Affiliate Member and has recently completed the STEP Advanced Diploma in Trusts and Estates.
Georgia Angus is a Senior Solicitor at Morris Legal. Georgia's experience includes advising private clients, charities and international and local trustee companies in relation to complex trust, estate and relationship property disputes. Georgia began her legal career at Russell McVeagh, a top-tier commercial law firm, before moving to focus exclusively on contentious relationship property, trust and estate matters. Georgia's commercial experience and training means she brings a pragmatic and strategic approach to private client matters. Georgia has been published in the New Zealand Law Journal with an article relating to the role of charities in estate claims. Georgia received her LLB and MusB from the University of Otago. Georgia is on the committee for the NZLS Auckland Young Lawyers and is a member of the Auckland Women Lawyers' Association; ICANZ Trust Special Interest Group; the Family Courts Association; and the New Zealand Animal Law Association.
Richard Thompson began practise in 1994 when he spent 2 years as junior counsel for Fay Richwhite in the Winebox Inquiry. After 4 years abroad he began practice as a barrister sole in 2000, with a grounding of four years as a junior barrister at Shortland Chambers. Since 2008 he has been a member of Vulcan Building Chambers where his practice covers a broad range of commercial litigation. In the past ten years he has had an increasing focus on and interest in estate and trust litigation. He is a member of the ADLS Trust Law Committee. He has also been closely involved with the acting community and is a founding trustee of the Actors' Benevolent Fund.
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